|
|
| 15.12 Net Asset Value | +0.13% 1 Day | -3.39% 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 | -0.20% | 3 years | -- | |
| 3 months | -1.14% | 5 years | -- | |
| 1 year | -12.03% | Since inception | +4.81% |
| FFIRX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +14.04% |
| Expense ratio | 1.85% | 1.44% |
| Risk 5 year sharpe ratio | 1.03 | 1.09 |
| Net assets | $146.0M | $671.6M |
| Average market cap | $1.7B | $8.5B |
| Average P/E | 3.8 | 15.1 |
| 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 | 99.49% |
| Fixed income | 0.59% |
| U.S. stock | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- CSI Properties Ltd. | 9.16% |
| -- Dundee Real Estate Investment Trust | 7.85% |
| -- Westfield Group | 5.37% |
| -- Sun Hung Kai Properties, Ltd. | 4.68% |
| -- Wing Tai Properties Limited | 4.37% |
| -- Canadian Apartment Properties Real Estate Investment Trust | 4.20% |
| -- Soundwill Holdings Ltd. | 3.90% |
| -- H&R Real Estate In | 3.26% |
| -- Dundee Industrial Real Estate Investment Trust | 2.78% |
| -- Boardwalk Reit | 2.45% |
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