|
|
| 15.28 Net Asset Value | 0.00% 1 Day | -2.36% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | No Load Sales Expenses | 1.85% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +2.81% | 3 years | -- | |
| 3 months | -0.06% | 5 years | -- | |
| 1 year | -7.29% | Since inception | +4.16% |
| FFIRX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +19.87% |
| Expense ratio | 1.85% | 1.43% |
| Risk 5 year sharpe ratio | 0.95 | 1.03 |
| Net assets | $106.0M | $667.0M |
| Average market cap | $1.6B | $8.7B |
| Average P/E | 3.8 | 16.3 |
| 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 / 7 Years |
| Minimal initial investment | $4,000.00 |
| Minimum IRA investment | $4,000.00 |
| International stock | 99.55% |
| Fixed income | 3.12% |
| U.S. stock | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- CSI Properties Ltd. | 10.81% |
| -- Dundee Real Estate Investment Trust | 7.84% |
| -- Sun Hung Kai Properties, Ltd. | 5.65% |
| -- Wing Tai Properties Limited | 4.44% |
| -- Soundwill Holdings Ltd. | 4.23% |
| -- Boardwalk Reit | 2.90% |
| -- Dundee Industrial Real Estate Investment Trust | 2.86% |
| -- H&R Real Estate In | 2.80% |
| -- Canadian Apartment Properties Real Estate Investment Trust | 2.56% |
| -- Nh Hoteles, S.A. | 2.18% |
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