| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
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|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.72 | 2.72 |
| Stocks | 97.11 | 97.11 |
| Bonds | 0.0 | 0.0 |
| Other | 0.17 | 0.17 |
| 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 | 9.77 |
| American Tower Corp | AMT | 8.96 | 7.18 |
| Boston Properties Inc | BXP | 3.36 | 6.01 |
| Weyerhaeuser Co | WY | 8.95 | 5.93 |
| AvalonBay Communities Inc | AVB | -1.68 | 5.62 |
| Digital Realty Trust, Inc. | DLR | 4.05 | 4.96 |
| Essex Property Trust | ESS | 7.2 | 4.79 |
| Ventas Inc | VTR | 23.79 | 4.79 |
| Retail Opportunity Investments Corp. | ROIC | 14.61 | 4.07 |
| HCP Inc | HCP | 19.21 | 4.01 |
