| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.7 | 2.7 |
| Stocks | 93.03 | 93.03 |
| Bonds | 0.0 | 0.0 |
| Other | 3.39 | 3.39 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.88 | 0.88 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 14.31 |
| Equity Residential | EQR | 1.71 | 9.0 |
| Host Hotels & Resorts Inc | HST | 13.66 | 6.68 |
| Vornado Realty Trust | VNO | 2.75 | 6.0 |
| HCP Inc | HCP | 8.68 | 5.5 |
| AvalonBay Communities Inc | AVB | 0.53 | 5.2 |
| Boston Properties Inc | BXP | 3.15 | 4.5 |
| Public Storage | PSA | 8.13 | 4.34 |
| Regency Centers Corporation | REG | 11.7 | 4.1 |
| General Growth Properties Inc | GGP | 3.48 | 3.57 |
