Forward Real Estate Long/Short Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.0 0.0 0.0
Stocks 90.84 8.4 82.44
Bonds 0.61 0.0 0.61
Other 1.46 0.01 1.45
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 5.24 0.02 5.23
Convertible 0.0 0.0 0.0
Preferred 10.27 0.0 10.27

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Equity Residential EQR 12.82 6.05
Digital Realty Trust, Inc. DLR 10.65 5.59
AvalonBay Communities Inc AVB 9.12 5.54
Simon Property Group Inc SPG 7.25 5.27
Prologis Inc PLD 10.77 3.3
Public Storage PSA 12.07 3.0
Health Care REIT, Inc. HCN 11.36 2.67
Boston Properties Inc BXP 11.76 2.61
Macerich Company MAC 3.14 2.51
Vornado Realty Trust VNO 9.48 2.47