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Forward Commodity Long/Short Strategy Fund Investor Class (FCOMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Managed futures
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long term total return. The fund employs an investment approach that makes both long and short investments in the commodity markets. Commodities are assets that have tangible properties, such as oil, metals, and agricultural products. It does not invest directly in physical commodities, but gains synthetic exposure to commodity positions primarily through investments in commodity-linked derivative instruments, including futures contracts, forward contracts and swap agreements, and through investments in the Forward Commodity Long/Short Strategy (Cayman) Fund Ltd. The fund is non-diversified.


1 month+3.60% 3 years-2.85%
3 months-4.20% 5 years--
1 year-4.45% Since inception-5.43%
Data through --

Peer Comparisonvs. Managed futures

Performance 5-yr return--+0.73%
Expense ratio1.81%2.08%
Risk 5 year sharpe ratio--0.00
Net assets$20.7M$426.7M
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$4,000.00
Minimum IRA investment$4,000.00


Fixed income95.75%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 11.26%
-- 10.97%
-- 6.75%
-- 6.56%
-- 4.44%
-- 3.26%
-- 3.14%
-- 2.63%
-- 2.21%
-- 2.10%