Forward Income Builder Fund

Scorecard
3 / 5 Stars
Lipper
3 2 5 1 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 1.39 0.46 0.93
Stocks 8.57 1.02 7.55
Bonds 12.71 0.0 12.71
Other 2.01 0.0 2.0
Foreign Bonds 24.64 0.02 24.62
Foreign Stocks 37.43 0.01 37.43
Convertible 0.21 0.0 0.21
Preferred 14.56 0.0 14.56

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

% Net Assets
Forward Select Income Institutional 24.69
Forward EM Corporate Debt Institutional 24.65
Forward International Dividend Instl 24.38
Forward High Yield Bond Z 11.3
Forward International Real Estate Instl 7.71
Forward Select EM Dividend Institutional 7.27

Bond Ratings (%)

Updated 05.31.2014

Sector AILAX
AAA 0.44
AA 6.83
A 5.45
BBB 18.11
BB 17.81
B 29.58
Below B 8.68
Other 13.11