| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
2
5
2
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 100.0 | 100.0 |
| 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 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 8.63 |
| American Tower Corp | AMT | 8.96 | 5.22 |
| Public Storage | PSA | 14.62 | 4.77 |
| Ventas Inc | VTR | 23.79 | 3.89 |
| ProLogis (Old) | PLD | 6.89 | 3.85 |
| HCP Inc | HCP | 19.21 | 3.73 |
| General Growth Properties Inc | GGP | 14.41 | 3.2 |
| Equity Office Properties Trust | EOP | 0.0 | 3.12 |
| Weyerhaeuser Co | WY | 8.95 | 3.09 |
| Vornado Realty Trust | VNO | 10.05 | 2.96 |
