| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
5
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.51 | 5.51 |
| Stocks | 93.32 | 93.32 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 1.17 | 1.17 |
| 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 | 10.04 |
| Public Storage | PSA | 14.62 | 4.98 |
| Prologis Inc | PLD | 15.62 | 4.46 |
| AvalonBay Communities Inc | AVB | -1.68 | 4.29 |
| Equity Residential | EQR | 1.11 | 4.29 |
| Macerich Company | MAC | 18.99 | 4.07 |
| Vornado Realty Trust | VNO | 10.05 | 3.52 |
| Federal Realty Investment Trust | FRT | 12.01 | 3.48 |
| SL Green Realty Corporation | SLG | 16.03 | 3.26 |
| General Growth Properties Inc | GGP | 14.41 | 3.26 |
