Lazard US Realty Equity Portfolio

Scorecard
5 / 5 Stars
Lipper
5 5 2 1 1
Zacks Investment Research
---
Standard & Poor's
4 / 5 Stars
TheStreet.com
D (Sell)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 99.4 99.4
Bonds 0.0 0.0
Other 0.6 0.6
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Simon Property Group Inc SPG 9.21 11.03
American Tower Corp AMT 2.24 6.79
HCP Inc HCP 8.38 6.47
Digital Realty Trust, Inc. DLR 9.47 4.58
Weyerhaeuser Co WY -4.94 4.36
Ventas Inc VTR 8.44 3.83
AvalonBay Communities Inc AVB 12.01 3.53
Apartment Investment & Management AIV 16.83 3.49
American Campus Communities, Inc. ACC 16.83 3.41
Boston Properties Inc BXP 15.93 3.38