| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
1
5
2
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.4 | 2.4 |
| Stocks | 61.84 | 61.84 |
| Bonds | 0.0 | 0.0 |
| Other | 0.4 | 0.4 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 35.36 | 35.36 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Sun Communities | SUI | 26.27 | 5.06 |
| EPR Properties | EPR | 23.36 | 4.92 |
| Retail Opportunity Investments Corp. | ROIC | 14.61 | 4.7 |
| Digital Realty Trust, Inc. | DLR | 4.05 | 4.37 |
| General Growth Pptys Inc New Pfd | --- | --- | 4.25 |
| Campus Crest Communities, Inc. | CCG | 9.58 | 4.01 |
| Apollo Commercial Real Estate Finance, Inc. | ARI | 10.41 | 3.8 |
| BioMed Realty Trust Inc | BMR | 16.79 | 3.71 |
| Colony Financial Inc | CLNY | 14.82 | 3.66 |
| Highwoods Properties Inc | HIW | 20.85 | 3.53 |
