Forward Commodity Long/Short Strategy Fund Class C (FFCCX)

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 seeks exposure to the commodity markets and returns that correspond to the Credit Suisse Momentum and Volatility Enhanced Return Strategy Index ("Credit Suisse MOVERS Index"). Commodities are assets that have tangible properties, such as oil, metals, and agricultural products. It does not invest directly in physical commodities, but rather employs a strategy that provides synthetic long and synthetic short exposure to the commodity markets that correspond to the long and short commodity market positioning of the Credit Suisse MOVERS Index. The fund is non-diversified.


1 month-7.73% 3 years-9.17%
3 months-11.02% 5 years--
1 year-12.45% Since inception-7.18%
Data through --

Peer Comparisonvs. Managed futures

Performance 5-yr return--+1.74%
Expense ratio2.36%2.06%
Risk 5 year sharpe ratio--0.23
Net assets$53.1M$361.9M
Average market cap----
Average P/E----
Portfolio turnover41%41%

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Fund Management and Purchase Info

Fund familyForward Funds
Fund manager & tenureJim O'Donnell / 4 Years
Minimal initial investment$4,000.00
Minimum IRA investment$4,000.00


Fixed income93.92%
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
-- 13.20%
-- 6.59%
-- 4.09%
-- 4.06%
-- 2.67%
-- 2.64%
-- 1.99%
-- 1.98%
-- 1.98%
-- 1.97%

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