| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.89 | 1.89 |
| Stocks | 96.84 | 96.84 |
| Bonds | 0.0 | 0.0 |
| Other | 0.07 | 0.07 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.2 | 1.2 |
| 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 | 8.0 |
| American Tower Corp | AMT | 0.53 | 6.03 |
| Public Storage | PSA | 8.13 | 4.99 |
| AvalonBay Communities Inc | AVB | 0.53 | 4.38 |
| Equity Residential | EQR | 1.71 | 4.29 |
| HCP Inc | HCP | 8.68 | 4.28 |
| Ventas Inc | VTR | 12.45 | 4.06 |
| Boston Properties Inc | BXP | 3.15 | 3.99 |
| Prologis Inc | PLD | 11.54 | 3.94 |
| Digital Realty Trust, Inc. | DLR | -11.68 | 2.98 |
