| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
3
1
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 59.42 | 0.0 | 59.42 |
| Stocks | 58.42 | 0.0 | 58.42 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 2.33 | 20.17 | -17.84 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 5.39 |
| American Tower Corp | AMT | 0.53 | 3.29 |
| Public Storage | PSA | 8.13 | 2.42 |
| HCP Inc | HCP | 8.68 | 2.29 |
| Ventas Inc | VTR | 12.45 | 2.14 |
| Prologis Inc | PLD | 11.54 | 2.01 |
| Equity Residential | EQR | 1.71 | 1.93 |
| Weyerhaeuser Co | WY | 9.38 | 1.78 |
| Health Care REIT, Inc. | HCN | 14.08 | 1.77 |
| Boston Properties Inc | BXP | 3.15 | 1.72 |
