| 17.16 Net Asset Value | 0.00% 1 Day | -0.35% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | No Load Sales Expenses | 1.55% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -6.28% | 3 years | -- | |
| 3 months | -4.45% | 5 years | -- | |
| 1 year | +19.82% | Since inception | +10.31% |
| FINMX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +2.33% |
| Expense ratio | 1.55% | 1.49% |
| Risk 5 year sharpe ratio | 0.23 | 0.18 |
| Net assets | $168.7M | $631.7M |
| Average market cap | $885.1M | $8.6B |
| Average P/E | 5.3 | 15.9 |
| 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 | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- CSI Properties Ltd. | 10.12% |
| -- Holloway Lodging Corp | 6.27% |
| -- Wing Tai Properties Limited | 4.43% |
| -- Soundwill Holdings Ltd. | 3.63% |
| -- Australand Property Group | 3.36% |
| -- Lai Sun Development Co., Ltd. | 3.03% |
| -- Sun Hung Kai Properties, Ltd. | 2.89% |
| -- Dundee Real Estate Investment Trust | 2.89% |
| -- H&R Real Estate Investment Trust | 2.70% |
| -- S.P. Setia Bhd | 2.49% |
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