| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
3
4
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.35 | 1.35 |
| Stocks | 98.65 | 98.65 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 11.38 |
| Ventas Inc | VTR | 12.45 | 7.4 |
| Public Storage | PSA | 8.13 | 5.22 |
| Equity Residential | EQR | 1.71 | 4.23 |
| Health Care REIT, Inc. | HCN | 14.08 | 3.8 |
| Boston Properties Inc | BXP | 3.15 | 3.63 |
| Duke Realty Corp | DRE | 22.21 | 3.09 |
| Dupont Fabros Technology Inc | DFT | 0.29 | 3.03 |
| Douglas Emmett, Inc. | DEI | 9.74 | 3.02 |
| Healthcare Realty Trust Inc. | HR | 14.74 | 2.95 |
