| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.17 | 2.17 |
| Stocks | 96.57 | 96.57 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.26 | 1.26 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 8.11 |
| American Tower Corp | AMT | 8.96 | 6.15 |
| Public Storage | PSA | 14.62 | 5.0 |
| AvalonBay Communities Inc | AVB | -1.68 | 4.36 |
| Equity Residential | EQR | 1.11 | 4.34 |
| HCP Inc | HCP | 19.21 | 4.25 |
| Boston Properties Inc | BXP | 3.36 | 4.14 |
| Ventas Inc | VTR | 23.79 | 3.97 |
| Prologis Inc | PLD | 15.62 | 3.88 |
| Digital Realty Trust, Inc. | DLR | 4.05 | 3.02 |
