Forward Real Estate Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 99.28 99.28
Bonds 0.0 0.0
Other 0.72 0.72
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
Simon Property Group Inc SPG 9.21 9.5
Digital Realty Trust, Inc. DLR 9.47 6.32
AvalonBay Communities Inc AVB 12.01 6.11
Public Storage PSA 13.53 5.38
Equity Residential EQR 13.86 5.18
Ventas Inc VTR 8.44 4.29
Boston Properties Inc BXP 15.93 4.02
SL Green Realty Corporation SLG 10.38 3.65
Prologis Inc PLD 11.53 3.58
Host Hotels & Resorts Inc HST 6.48 3.24