| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.84 | 1.84 |
| Stocks | 98.16 | 98.16 |
| 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 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 11.48 |
| Public Storage | PSA | 8.13 | 6.28 |
| Prologis Inc | PLD | 11.54 | 5.73 |
| Equity Residential | EQR | 1.71 | 5.36 |
| Ventas Inc | VTR | 12.45 | 4.6 |
| Boston Properties Inc | BXP | 3.15 | 4.29 |
| Host Hotels & Resorts Inc | HST | 13.66 | 4.23 |
| AvalonBay Communities Inc | AVB | 0.53 | 3.84 |
| Kilroy Realty Corporation | KRC | 12.46 | 3.67 |
| Macerich Company | MAC | 11.66 | 3.63 |
