Forward International Real Estate Fund Class C (KIRCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Global real estate
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return from both capital appreciation and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes, if any, in non-U.S. securities of real estate and real estate-related companies in at least three different countries. It may invest up to 20% of its assets in U.S. real estate and real estate related companies. The fund may invest in securities of companies having any capitalization and debt securities of any maturity. It is non-diversified.


1 month-2.85% 3 years+14.72%
3 months-2.83% 5 years+8.42%
1 year+1.66% Since inception+1.54%
Data through --

Peer Comparisonvs. Global real estate

Performance 5-yr return+8.42%+9.64%
Expense ratio2.38%1.41%
Risk 5 year sharpe ratio0.560.71
Net assets$95.0M$715.4M
Average market cap$1.8B$8.9B
Average P/E5.916.2
Portfolio turnover202%202%

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Fund Management and Purchase Info

Fund familyForward Funds
Fund manager & tenureJoel Beam / 8 Years
Minimal initial investment$4,000.00
Minimum IRA investment$4,000.00


International stock99.16%
Fixed income0.84%
U.S. stock0.00%
Top 5 Sectors
Portfolio weighting
Financial service 95.36%
Consumer service 3.58%
Industrial materials 1.06%
Business service 0.00%
Consumer goods 0.00%
Top 10 Holdings
Portfolio weighting
-- Lai Sun Development Co Ltd4.48%
-- Mitsubishi Estate Co Ltd4.36%
-- Sumitomo Realty & Development Co Ltd4.02%
-- Unibail-Rodamco SE3.85%
-- Asia Standard Hotel Group Ltd3.47%
-- Soundwill Holdings Ltd3.45%
-- CSI Properties Ltd3.39%
-- Derwent London PLC2.86%
-- Mitsui Fudosan Co Ltd2.82%
-- Wing Tai Properties Ltd2.80%

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