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| 7.97 Net Asset Value | -0.50% 1 Day | +0.38% Year-to-Date | Overall Morningstar Rating |
| Foreign large blend Style or Category | No Load Sales Expenses | 1.62% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.84% | 3 years | -0.85% | |
| 3 months | +2.36% | 5 years | +5.98% | |
| 1 year | +4.63% | Since inception | +3.84% |
| FFINX | Category | |
|---|---|---|
| Performance 5-yr return | +5.98% | +1.10% |
| Expense ratio | 1.62% | 1.16% |
| Risk 5 year sharpe ratio | 0.28 | 0.37 |
| Net assets | $198.5M | $3.0B |
| Average market cap | $9.1B | $34.3B |
| Average P/E | 17.6 | 16.7 |
| Portfolio turnover | 134% | 134% |
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 / 7 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | -- |
| International stock | 85.23% |
| Cash | 5.92% |
| U.S. stock | 3.96% |
| Fixed income | 2.93% |
| Other | 1.95% |
| Financial service | 27.15% |
| Industrial materials | 19.36% |
| Consumer goods | 12.99% |
| Telecommunication | 7.83% |
| Energy | 7.68% |
| -- | 2.74% |
| -- | 2.69% |
| -- | 2.36% |
| -- | 2.30% |
| -- | 2.25% |
| TSM Taiwan Semiconductor | 2.25% |
| SLB Schlumberger | 2.15% |
| -- | 2.10% |
| -- | 2.05% |
| -- | 1.98% |
