| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
For an REIT to be included in the index, it has to have a total market capitalization of at least $100 million.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.61 | 0.61 |
| Stocks | 99.39 | 99.39 |
| 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 | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 10.69 |
| Public Storage | PSA | 14.62 | 4.71 |
| HCP Inc | HCP | 19.21 | 4.56 |
| Ventas Inc | VTR | 23.79 | 4.26 |
| Equity Residential | EQR | 1.11 | 4.06 |
| Prologis Inc | PLD | 15.62 | 3.75 |
| Boston Properties Inc | BXP | 3.36 | 3.56 |
| Health Care REIT, Inc. | HCN | 23.72 | 3.49 |
| AvalonBay Communities Inc | AVB | -1.68 | 3.39 |
| Vornado Realty Trust | VNO | 10.05 | 2.98 |
