| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
1
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.06 | 0.06 |
| Stocks | 94.36 | 94.36 |
| 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 | 5.57 | 5.57 |
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 | 7.9 |
| HCP Inc | HCP | 19.21 | 5.32 |
| Digital Realty Trust, Inc. | DLR | 4.05 | 3.81 |
| Boston Properties Inc | BXP | 3.36 | 3.6 |
| Equity Residential | EQR | 1.11 | 3.13 |
| Dupont Fabros Technology Inc | DFT | 4.14 | 3.1 |
| Associated Estates Realty Corp. | AEC | 12.03 | 2.83 |
| UDR Inc | UDR | 4.31 | 2.69 |
| Host Hotels & Resorts Inc | HST | 16.98 | 2.54 |
| FelCor Lodging Trust Inc | FCH | 22.48 | 2.44 |
