| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
2
1
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.38 | 3.38 |
| Stocks | 96.08 | 96.08 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.54 | 0.54 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 8.64 |
| Equity Residential | EQR | 1.11 | 5.64 |
| Public Storage | PSA | 14.62 | 5.21 |
| Prologis Inc | PLD | 15.62 | 4.78 |
| Ventas Inc | VTR | 23.79 | 4.69 |
| Macerich Company | MAC | 18.99 | 4.61 |
| HCP Inc | HCP | 19.21 | 4.56 |
| Boston Properties Inc | BXP | 3.36 | 4.02 |
| AvalonBay Communities Inc | AVB | -1.68 | 3.89 |
| Vornado Realty Trust | VNO | 10.05 | 3.58 |
