| 17.19 Net Asset Value | +0.82% 1 Day | -0.81% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | No Load Sales Expenses | 2.45% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -8.04% | 3 years | +16.99% | |
| 3 months | -5.17% | 5 years | +3.04% | |
| 1 year | +17.96% | Since inception | +2.28% |
| KIRCX | Category | |
|---|---|---|
| Performance 5-yr return | +3.04% | +2.33% |
| Expense ratio | 2.45% | 1.49% |
| Risk 5 year sharpe ratio | 0.20 | 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% |
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| 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. | 10.12% |
| -- 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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