| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
4
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.13 | 1.13 |
| Stocks | 89.2 | 89.2 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.67 | 9.67 |
| 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 | 5.96 |
| Health Care REIT, Inc. | HCN | 14.08 | 4.46 |
| General Growth Properties Inc | GGP | 3.48 | 4.12 |
| BioMed Realty Trust Inc | BMR | 11.15 | 3.55 |
| Pebblebrook Hotel Trust | PEB | 16.36 | 3.41 |
| Host Hotels & Resorts Inc | HST | 13.66 | 3.31 |
| Accor SA | ACRFF | 5.6 | 3.21 |
| Kimco Realty Corp | KIM | 15.63 | 3.01 |
| Sovran Self Storage, Inc. | SSS | 6.83 | 2.86 |
| Boston Properties Inc | BXP | 3.15 | 2.75 |
