| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
3
2
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.9 | 0.9 |
| Stocks | 97.7 | 97.7 |
| Bonds | 0.0 | 0.0 |
| Other | 1.4 | 1.4 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| 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 | 13.47 |
| Prologis Inc | PLD | 15.62 | 6.24 |
| Public Storage | PSA | 14.62 | 4.86 |
| Boston Properties Inc | BXP | 3.36 | 4.53 |
| Vornado Realty Trust | VNO | 10.05 | 4.35 |
| Host Hotels & Resorts Inc | HST | 16.98 | 4.17 |
| SL Green Realty Corporation | SLG | 16.03 | 3.74 |
| General Growth Properties Inc | GGP | 14.41 | 3.33 |
| Ventas Inc | VTR | 23.79 | 3.2 |
| Apartment Investment & Management | AIV | 15.19 | 2.98 |
