Forward Real Estate Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 99.16 99.16
Bonds 0.0 0.0
Other 0.84 0.84
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Simon Property Group Inc SPG 7.25 10.4
Equity Residential EQR 12.82 6.06
AvalonBay Communities Inc AVB 9.12 5.63
Digital Realty Trust, Inc. DLR 10.65 5.57
Public Storage PSA 12.07 4.86
Boston Properties Inc BXP 11.76 4.77
Prologis Inc PLD 10.77 4.16
Ventas Inc VTR 9.62 3.56
Host Hotels & Resorts Inc HST 1.08 2.75
Health Care REIT, Inc. HCN 11.36 2.35