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Forward Select Income A

KIFAX
20.63
+0.03
+0.15%
2/10/2016
5 Years
  • Previous Close

    20.60

  • Net Assets

    386.18M

  • Yield

    4.97%

  • Front load

    5.75

  • Expenses

    1.66%

  • Category

    Preferred Stock

  • Morningstar Risk

    Above Average

  • Morningstar Rating
Profile

Name of Issuer

Forward Funds

Fund Style

Open

Fund Manager

Ian Goltra

Investment Style

Small Blend

The investment seeks high current income and potential for modest long-term growth of capital. The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in income-producing securities. It invests primarily in securities of companies in the real estate industry, such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms. The fund may invest a significant portion of its assets in preferred stock. It may invest in securities of companies having any capitalization and of any credit quality, and may invest in debt securities of any maturity.

Purchase Information

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

Inception

3/30/2001

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