| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
2
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.02 | 3.02 |
| Stocks | 96.15 | 96.15 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.83 | 0.83 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 11.97 |
| Prologis Inc | PLD | 15.62 | 4.99 |
| American Tower Corp | AMT | 8.96 | 4.68 |
| Public Storage | PSA | 14.62 | 4.56 |
| AvalonBay Communities Inc | AVB | -1.68 | 4.47 |
| HCP Inc | HCP | 19.21 | 4.23 |
| Boston Properties Inc | BXP | 3.36 | 3.91 |
| Equity Residential | EQR | 1.11 | 3.73 |
| General Growth Properties Inc | GGP | 14.41 | 3.24 |
| Health Care REIT, Inc. | HCN | 23.72 | 3.14 |
