| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
1
3
1
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 87.99 | 87.99 |
| Bonds | 0.0 | 0.0 |
| Other | 0.06 | 0.06 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 11.95 | 11.95 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| iShares Dow Jones US Real Estate | --- | --- | 6.26 |
| Alexandria Real Estate Equities Inc | ARE | 5.64 | 3.72 |
| Cousins Properties, Inc. | CUZ | 30.24 | 3.63 |
| Northstar Realty Finance Corporation | NRF | 40.63 | 3.61 |
| Campus Crest Communities, Inc. | CCG | 9.58 | 3.48 |
| Forest City Enterprises Inc Class A | FCE.A | 15.98 | 3.41 |
| Prologis Inc | PLD | 15.62 | 3.4 |
| Sun Communities | SUI | 26.27 | 3.35 |
| Duke Realty Corp | DRE | 27.76 | 3.3 |
| Glimcher Realty Trust | GRT | 12.35 | 3.2 |
