| 15.48 Net Asset Value | +0.26% 1 Day | +5.02% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | No Load Sales Expenses | 1.75% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +2.65% | 3 years | +8.81% | |
| 3 months | +3.01% | 5 years | -- | |
| 1 year | +8.78% | Since inception | +4.88% |
| FFIRX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +9.92% |
| Expense ratio | 1.75% | 1.42% |
| Risk 5 year sharpe ratio | 0.66 | 0.80 |
| Net assets | $81.1M | $718.3M |
| Average market cap | $1.0B | $9.2B |
| Average P/E | 5.2 | 16.7 |
| Portfolio turnover | 202% | 202% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Forward Funds |
| Fund manager & tenure | Joel Beam / 8 Years |
| Minimal initial investment | $4,000.00 |
| Minimum IRA investment | $4,000.00 |
| International stock | 100.41% |
| U.S. stock | 0.00% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- | 7.10% |
| -- | 5.42% |
| -- | 4.82% |
| -- | 4.68% |
| -- | 4.56% |
| -- | 3.97% |
| -- | 3.96% |
| -- | 3.58% |
| -- | 3.41% |
| -- | 3.34% |
