| 9.18 Net Asset Value | -0.11% 1 Day | +4.56% Year-to-Date | Overall Morningstar Rating |
| Foreign large blend Style or Category | No Load Sales Expenses | 1.58% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +2.25% | 3 years | +6.73% | |
| 3 months | +1.06% | 5 years | +7.54% | |
| 1 year | -0.37% | Since inception | +4.34% |
| FFINX | Category | |
|---|---|---|
| Performance 5-yr return | +7.54% | +5.04% |
| Expense ratio | 1.58% | 1.30% |
| Risk 5 year sharpe ratio | 0.52 | 0.45 |
| Net assets | $281.0M | $2.8B |
| Average market cap | $6.7B | $36.2B |
| Average P/E | 14.4 | 15.8 |
| Portfolio turnover | 115% | 115% |
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 | David Ruff / 6 Years |
| Minimal initial investment | $4,000.00 |
| Minimum IRA investment | $4,000.00 |
| International stock | 90.89% |
| Fixed income | 7.03% |
| Other | 1.44% |
| Cash | 0.34% |
| U.S. stock | 0.29% |
| Financial service | 27.15% |
| Industrial materials | 19.36% |
| Consumer goods | 12.99% |
| Telecommunication | 7.83% |
| Energy | 7.68% |
| -- | 3.09% |
| -- | 2.59% |
| -- | 2.29% |
| -- | 2.25% |
| BAYRY Bayer | 2.21% |
| -- | 2.11% |
| -- | 2.02% |
| RHHBY Roche | 2.01% |
| -- | 2.00% |
| -- | 1.96% |
