Forward Real Estate Long/Short Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.0 0.0 0.0
Stocks 94.81 11.44 83.36
Bonds 0.0 0.0 0.0
Other 1.73 0.12 1.61
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 3.7 0.01 3.69
Convertible 0.0 0.0 0.0
Preferred 11.34 0.0 11.34

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
Equity Residential EQR 23.98 6.57
AvalonBay Communities Inc AVB 22.41 6.18
Simon Property Group Inc SPG 18.32 5.51
Digital Realty Trust Inc DLR 23.25 3.89
Health Care REIT, Inc. HCN 20.68 3.5
Public Storage PSA 16.18 3.19
Prologis Inc PLD 13.1 3.0
Macerich Co MAC 16.25 2.85
Boston Properties Inc BXP 19.38 2.83
Vornado Realty Trust VNO 21.83 2.8