Forward Select Income Fund Institutional Class (KIFYX)

Net Asset Value
1 Day
Overall Morningstar Rating
Preferred stock
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks high current income and potential for modest long-term growth of capital. The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in income-producing securities. It invests primarily in securities of companies in the real estate industry, such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms. The fund may invest a significant portion of its assets in preferred stock. It may invest in securities of companies having any capitalization and of any credit quality, and may invest in debt securities of any maturity. The fund is non-diversified.


1 month+0.11% 3 years+9.86%
3 months-1.97% 5 years+12.07%
1 year+5.54% Since inception+6.15%
Data through --

Peer Comparisonvs. Preferred stock

Performance 5-yr return+12.07%+9.91%
Expense ratio1.48%1.41%
Risk 5 year sharpe ratio1.891.70
Net assets$1.6B$1.5B
Average market cap$1.4B--
Average P/E27.4--
Portfolio turnover32%32%

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Fund Management and Purchase Info

Fund familyForward Funds
Fund manager & tenureJoel Beam / 14 Years
Minimal initial investment$100,000.00
Minimum IRA investment$100,000.00


U.S. stock33.85%
Fixed income5.43%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Financial service 100.00%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
IYR iShares U.S. Real Estate ETF9.19%
CLDT Chatham Lodging Trust3.15%
CHSCL CHS Inc2.79%
FSP Franklin Street Properties Corp2.55%
STAG STAG Industrial Inc2.51%
INN Summit Hotel Properties Inc2.32%
ARCP American Realty Capital Properties Inc2.28%
DFTPRA DuPont Fabros Technology Inc2.03%
SBRA Sabra Health Care REIT Inc2.00%
EXL Excel Trust Inc1.83%

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