| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
1
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.24 | 0.24 |
| Stocks | 95.5 | 95.5 |
| 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 | 4.26 | 4.26 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 7.81 |
| HCP Inc | HCP | 8.68 | 5.4 |
| Digital Realty Trust, Inc. | DLR | -11.68 | 3.81 |
| Boston Properties Inc | BXP | 3.15 | 3.69 |
| Dupont Fabros Technology Inc | DFT | 0.29 | 3.05 |
| Equity Residential | EQR | 1.71 | 2.94 |
| UDR Inc | UDR | 6.75 | 2.59 |
| Associated Estates Realty Corp. | AEC | 5.33 | 2.58 |
| FelCor Lodging Trust Inc | FCH | 33.4 | 2.53 |
| Host Hotels & Resorts Inc | HST | 13.66 | 2.52 |
