|
|
| 16.08 Net Asset Value | 0.00% 1 Day | -6.84% 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 | +0.12% | 3 years | -- | |
| 3 months | +0.94% | 5 years | -- | |
| 1 year | -3.29% | Since inception | +5.40% |
| FFIRX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +6.39% |
| Expense ratio | 1.85% | 1.47% |
| Risk 5 year sharpe ratio | 0.79 | 0.77 |
| Net assets | $158.4M | $631.0M |
| Average market cap | $1.6B | $9.1B |
| Average P/E | 3.8 | 15.5 |
| Portfolio turnover | 209% | 209% |
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 | 100.19% |
| Fixed income | 1.58% |
| U.S. stock | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- CSI Properties Ltd. | 8.77% |
| -- Dundee Real Estate Investment Trust | 8.16% |
| -- Westfield Group | 7.31% |
| -- H&R Real Estate In | 5.17% |
| -- Wing Tai Properties Limited | 4.92% |
| -- Soundwill Holdings Ltd. | 3.36% |
| -- Cromwell Property Group | 3.08% |
| -- Westfield Retail Trust | 2.96% |
| -- Dundee Industrial Real Estate Investment Trust | 2.96% |
| -- Boardwalk Reit | 2.74% |
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