| Scorecard |
|---|
|
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|
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Lipper
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|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.18 | 1.18 |
| Stocks | 98.82 | 98.82 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| 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 | 10.31 |
| Public Storage | PSA | 14.62 | 5.78 |
| Ventas Inc | VTR | 23.79 | 5.76 |
| Prologis Inc | PLD | 15.62 | 5.56 |
| Health Care REIT, Inc. | HCN | 23.72 | 5.17 |
| Host Hotels & Resorts Inc | HST | 16.98 | 3.8 |
| AvalonBay Communities Inc | AVB | -1.68 | 3.68 |
| Boston Properties Inc | BXP | 3.36 | 3.57 |
| HCP Inc | HCP | 19.21 | 3.33 |
| SL Green Realty Corporation | SLG | 16.03 | 3.21 |
