| 18.05 Net Asset Value | -0.39% 1 Day | +4.46% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | 5.75 Sales Expenses | 1.90% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +1.12% | 3 years | +21.68% | |
| 3 months | -0.49% | 5 years | +3.15% | |
| 1 year | +27.16% | Since inception | +3.73% |
| KIRAX | Category | |
|---|---|---|
| Performance 5-yr return | +3.15% | +2.33% |
| Expense ratio | 1.90% | 1.49% |
| Risk 5 year sharpe ratio | 0.22 | 0.22 |
| Net assets | $171.0M | $720.0M |
| Average market cap | $1.0B | $9.0B |
| Average P/E | 5.6 | 16.8 |
| 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 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 95.36% |
| Consumer service | 3.58% |
| Industrial materials | 1.06% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| -- CSI Properties Ltd. | 10.02% |
| -- H&R Real Estate Investment Trust | 6.31% |
| -- Holloway Lodging Corp | 4.98% |
| -- Riocan Real Estate Investment Trust | 4.16% |
| -- Wing Tai Properties Limited | 3.37% |
| -- Soundwill Holdings Ltd. | 2.85% |
| -- Australand Property Group | 2.76% |
| -- Dundee Real Estate Investment Trust | 2.73% |
| -- Lai Sun Development Co., Ltd. | 2.61% |
| -- S.P. Setia Bhd | 2.50% |
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