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Forward Global Infrastructure A

KGIAX
22.14
+0.13
+0.59%
4/28/2016
5 Years
  • Previous Close

    22.01

  • Net Assets

    12.25M

  • Yield

    1.91%

  • Front load

    5.75

  • Expenses

    1.93%

  • Category

    World Stock

  • Morningstar Risk

    Average

  • Morningstar Rating
Profile

Name of Issuer

Forward Funds

Fund Style

Open

Fund Manager

Ian Goltra

Investment Style

Medium Value

The investment seeks total return through capital appreciation and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes, if any, in global infrastructure-related securities issued by companies involved in the construction, development, financing or operation of infrastructure assets. It will invest in a minimum of five countries and at least 40% of its net assets in the securities of issuers located outside the U.S., including in issuers located in emerging markets and frontier markets.

Purchase Information

Initial Purchase 4,000
Initial Purchase: IRA 4,000
Initial Purchase: AIP 500

Inception

6/29/2007

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