Forward Real Estate Long/Short Fund

Scorecard
3 / 5 Stars
Lipper
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Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
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Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.0 0.0 0.0
Stocks 92.97 8.82 84.15
Bonds 0.59 0.0 0.59
Other 0.03 0.01 0.02
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 5.22 0.02 5.21
Convertible 0.0 0.0 0.0
Preferred 10.03 0.0 10.03

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
Equity Residential EQR 13.86 6.19
Digital Realty Trust, Inc. DLR 9.47 5.76
AvalonBay Communities Inc AVB 12.01 5.61
Simon Property Group Inc SPG 9.21 5.32
Prologis Inc PLD 11.53 3.4
Public Storage PSA 13.53 3.12
SL Green Realty Corporation SLG 10.38 2.74
Boston Properties Inc BXP 15.93 2.63
Health Care REIT, Inc. HCN 12.52 2.62
The Macerich Company MAC 7.1 2.59