| 20.66 Net Asset Value | +0.88% 1 Day | +1.67% Year-to-Date | Overall Morningstar Rating |
| Managed futures Style or Category | No Load Sales Expenses | 3.30% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | -2.34% | 3 years | -- | |
| 3 months | -2.71% | 5 years | -- | |
| 1 year | -16.92% | Since inception | -13.80% |
| FUTRX | Category | |
|---|---|---|
| Performance 5-yr return | -- | -4.80% |
| Expense ratio | 3.30% | 2.29% |
| Risk 5 year sharpe ratio | -- | -0.57 |
| Net assets | $3.0M | $192.9M |
| Average market cap | -- | $24.2B |
| Average P/E | -- | 16.4 |
| Portfolio turnover | -- | -- |
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| Fund family | Forward Funds |
| Fund manager & tenure | Jim O'Donnell / 1 Years |
| Minimal initial investment | $4,000.00 |
| Minimum IRA investment | $4,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| VGSH Vanguard Short-Term Govt Bd Idx ETF | 34.89% |
| -- Forward Managed Futures (Cayman) Fund, Ltd. | 27.91% |
| VCSH Vanguard Short-Term Corp Bd Idx ETF | 17.66% |
| VMBS Vanguard Mortgage-Backed Sec Idx ETF | 17.34% |
| -- Cs Multi Asset Future Swap | 2.20% |
| -- Cs Multi Asset Future Swap | 0.00% |
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