| 20.16 Net Asset Value | +1.26% 1 Day | +20.65% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 1.41% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +6.67% | 3 years | +11.64% | |
| 3 months | +9.39% | 5 years | -- | |
| 1 year | +30.74% | Since inception | +9.80% |
| FSCMX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +8.20% |
| Expense ratio | 1.41% | 1.47% |
| Risk 5 year sharpe ratio | 0.10 | 0.39 |
| Net assets | $35.3M | $715.5M |
| Average market cap | $1.4B | $2.1B |
| Average P/E | 25.6 | 22.9 |
| Portfolio turnover | 136% | 136% |
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 | Jim O'Donnell / 2 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Energy | 14.23% |
| Consumer service | 13.99% |
| Financial service | 12.95% |
| Industrial materials | 12.60% |
| Hardware | 12.09% |
| CPHD Cepheid | 4.68% |
| HXL Hexcel Corporation | 3.54% |
| AEGR Aegerion Pharmaceuticals, Inc. | 3.07% |
| HL Hecla Mining Company | 3.01% |
| GWR Genesee & Wyoming, Inc. Class A | 2.84% |
| HTWR Heartware International, Inc. | 2.83% |
| NBIX Neurocrine Biosciences, Inc. | 2.78% |
| AFCE AFC Enterprises, Inc. | 2.71% |
| OPEN Opentable, Inc. | 2.40% |
| DPZ Domino's Pizza, Inc. | 2.35% |
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