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Forward International Real Estate Adv

FINMX
11.79
-0.21
-1.75%
2/12/2016
5 Years
  • Previous Close

    12.00

  • Net Assets

    3.74M

  • Yield

    4.81%

  • Front load

    None

  • Expenses

    1.50%

  • Category

    Global Real Estate

  • Morningstar Risk

    Low

  • Morningstar Rating
Profile

Name of Issuer

Forward Funds

Fund Style

Open

Fund Manager

Ian Goltra

Investment Style

Medium Blend

The investment seeks total return from both capital appreciation and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes, if any, in non-U.S. securities of real estate and real estate-related companies in at least three different countries. It may invest up to 20% of its assets in U.S. real estate and real estate related companies. The fund may invest in securities of companies having any capitalization and debt securities of any maturity. It is non-diversified.

Purchase Information

Initial Purchase 0
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

5/2/2011

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