| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
1
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.39 | 0.38 | 2.01 |
| Stocks | 10.82 | 0.31 | 10.51 |
| Bonds | 8.05 | 0.0 | 8.05 |
| Other | 1.75 | 0.34 | 1.41 |
| Foreign Bonds | 23.4 | 0.14 | 23.26 |
| Foreign Stocks | 38.03 | 0.28 | 37.75 |
| Convertible | 0.2 | 0.0 | 0.2 |
| Preferred | 16.81 | 0.0 | 16.81 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| % Net Assets | |
|---|---|
| Forward Select Income Institutional | 25.35 |
| Forward International Dividend Instl | 25.16 |
| Forward EM Corporate Debt Institutional | 24.94 |
| Forward Global Infrastructure Instl | 19.22 |
| Forward High Yield Bond Z | 5.33 |
