Forward Income Builder Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 1.7 1.02 0.68
Stocks 8.92 0.0 8.92
Bonds 21.04 0.0 21.04
Other 1.87 0.0 1.87
Foreign Bonds 24.12 0.0 24.12
Foreign Stocks 28.28 0.0 28.28
Convertible 0.28 0.0 0.28
Preferred 14.81 0.0 14.81

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

% Net Assets
Forward Select Income Institutional 25.8
Forward EM Corporate Debt Institutional 24.69
Forward International Dividend Instl 24.33
Forward High Yield Bond Z 19.91
Forward Global Infrastructure Instl 5.27

Bond Ratings (%)

Updated 01.31.2014

Sector AILAX
AAA 0.35
AA 5.42
A 4.32
BBB 15.5
BB 20.54
B 34.08
Below B 9.02
Other 10.78