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Forward Commodity Long/Short Strategy Fund Institutional Class (FCMLX)

18.28
Net Asset Value
-0.81%
1 Day
-14.26%
Year-to-Date
Overall Morningstar Rating
Managed futures
Style or Category
No Load
Sales Expenses
1.46%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks long term total return. The fund invests normally at least 80% of its net assets plus borrowings for investment purposes, if any, in investment grade debt securities or synthetic or other instruments that have similar economic characteristics to investment grade debt securities. It primarily invests in bonds and exchange-traded funds ("ETFs"). The fund also can opportunistically invest in swaps, futures and other synthetic instruments that provide exposures to investment grade quality U.S. corporate bonds, U.S. government or agency securities and mortgage-backed and asset-backed securities. It is non-diversified.

Performance

1 month-1.86% 3 years-7.32%
3 months-3.00% 5 years--
1 year-5.83% Since inception-4.74%
Data through --

Peer Comparisonvs. Managed futures

 FCMLXCategory
Performance 5-yr return--+0.19%
Expense ratio1.46%2.09%
Risk 5 year sharpe ratio--0.08
Net assets$41.6M$403.8M
Average market cap----
Average P/E----
Portfolio turnover41%41%

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Fund Management and Purchase Info

Fund familyForward Funds
Fund manager & tenureNathan Rowader / 4 Years
Minimal initial investment$100,000.00
Minimum IRA investment$100,000.00

Holdings

Fixed income88.20%
Cash12.17%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 11.63%
-- 8.56%
-- 5.12%
-- 2.50%
-- 2.50%
-- 2.49%
-- 2.49%
-- 1.99%
-- 1.81%
-- 1.69%

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