| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.57 | 3.57 |
| Stocks | 50.21 | 50.21 |
| Bonds | 0.0 | 0.0 |
| Other | 0.28 | 0.28 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 45.73 | 45.73 |
| Convertible | 0.22 | 0.22 |
| 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 | 3.05 |
| BHP Billiton Ltd | BHPLF | -15.31 | 3.02 |
| Public Storage | PSA | 14.62 | 1.51 |
| Rio Tinto PLC | RTPPF | -21.57 | 1.49 |
| BHP Billiton PLC | BLT | --- | 1.44 |
| Prologis Inc | PLD | 15.62 | 1.39 |
| Barrick Gold Corporation | ABX | -44.56 | 1.32 |
| Goldcorp, Inc. | GG | -20.84 | 1.32 |
| Macerich Company | MAC | 18.99 | 1.26 |
| AvalonBay Communities Inc | AVB | -1.68 | 1.22 |
