| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
2
2
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.18 | 0.18 |
| Stocks | 94.93 | 94.93 |
| Bonds | 0.0 | 0.0 |
| Other | 3.89 | 3.89 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.99 | 0.99 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 15.06 |
| Equity Residential | EQR | 1.11 | 9.62 |
| Vornado Realty Trust | VNO | 10.05 | 6.35 |
| Host Hotels & Resorts Inc | HST | 16.98 | 6.13 |
| HCP Inc | HCP | 19.21 | 5.9 |
| Boston Properties Inc | BXP | 3.36 | 4.38 |
| Public Storage | PSA | 14.62 | 3.97 |
| Regency Centers Corporation | REG | 19.21 | 3.9 |
| AvalonBay Communities Inc | AVB | -1.68 | 3.77 |
| General Growth Properties Inc | GGP | 14.41 | 3.14 |
