| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
3
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.63 | 3.63 |
| Stocks | 95.34 | 95.34 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.02 | 1.02 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 7.64 |
| Prologis Inc | PLD | 11.54 | 6.23 |
| Ventas Inc | VTR | 12.45 | 4.2 |
| AvalonBay Communities Inc | AVB | 0.53 | 4.03 |
| Boston Properties Inc | BXP | 3.15 | 3.92 |
| Public Storage | PSA | 8.13 | 3.6 |
| General Growth Properties Inc | GGP | 3.48 | 3.5 |
| Kimco Realty Corp | KIM | 15.63 | 3.44 |
| HCP Inc | HCP | 8.68 | 3.41 |
| Macerich Company | MAC | 11.66 | 3.14 |
