| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.46 | 3.46 |
| Stocks | 95.61 | 95.61 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.93 | 0.93 |
| 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 | 13.93 |
| Equity Residential | EQR | 1.11 | 8.66 |
| Host Hotels & Resorts Inc | HST | 16.98 | 6.28 |
| Vornado Realty Trust | VNO | 10.05 | 6.01 |
| HCP Inc | HCP | 19.21 | 5.98 |
| AvalonBay Communities Inc | AVB | -1.68 | 5.74 |
| Public Storage | PSA | 14.62 | 4.73 |
| Boston Properties Inc | BXP | 3.36 | 4.61 |
| Regency Centers Corporation | REG | 19.21 | 4.2 |
| General Growth Properties Inc | GGP | 14.41 | 3.73 |
