Forward Real Estate Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 99.8 99.8
Bonds 0.0 0.0
Other 0.2 0.2
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
Simon Property Group Inc SPG 18.32 5.52
AvalonBay Communities Inc AVB 22.41 4.56
Ventas Inc VTR 14.84 4.49
Digital Realty Trust Inc DLR 23.25 4.01
Equity Residential EQR 23.98 3.91
Prologis Inc PLD 13.1 3.82
Vornado Realty Trust VNO 21.83 3.61
Health Care REIT, Inc. HCN 20.68 3.61
Public Storage PSA 16.18 3.22
HCP Inc HCP 17.15 3.14