Forward Select Income Fund

Scorecard
4 / 5 Stars
Lipper
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Zacks Investment Research
4 (Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
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Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.0 0.0 0.0
Stocks 34.79 4.14 30.65
Bonds 5.3 0.0 5.3
Other 2.74 0.02 2.72
Foreign Bonds 0.06 0.0 0.06
Foreign Stocks 3.88 0.0 3.88
Convertible 0.0 0.0 0.0
Preferred 57.4 0.0 57.4

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
iShares US Real Estate --- --- 4.16
Stag Industrial, Inc. STAG 19.74 3.11
Digital Realty Trust, Inc. DLR 9.47 2.86
Ashford Hospitality Trust, Inc. --- --- 2.33
Dupont Fabros Tech Pfd --- --- 2.14
Cbl & Assoc Pptys Pfd --- --- 2.11
Felcor Lodging Tr Pfd --- --- 2.09
Lexington Realty Trust LXP 7.88 1.88
Taubman Centers, Inc. TCO 11.89 1.86
Sabra Health Care Reit Pfd --- --- 1.85