Forward Asia Ex-Japan Equities Inv
433 California Street 11th Floor San Francisco CA 94104
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Phone: 800-999-6809
| Category: | Pacific/Asia ex-Japan Stk | | Fund Family: | Forward Funds | | Net Assets: | 2.59M | | Year-to-Date Return: | -40.50% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Dec-07 |
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Nidhi Mahurkar
Lead Manager since
31-Dec-07 | | | Mahurkar, Co-Head of Global Emerging Markets Equities, joined PAM in May 2001. From May 2001 through January 2006 she was a Senior Investment Manager, Emerging Markets. She has been the Co-Business unit head, on the Emerging Markets Team since January 2006. Prior to that, Mahurkar had almost five years experience in managing Asian equities at Lazard Asset Management. Prior to joining Lazard, she worked with American Express in London. |
| Min Initial Investment: | $4,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to achieve long-term growth of capital. The fund normally invests at least 80% of net assets plus borrowings for investment purposes, if any, in the equity securities of companies located in Asia, but not including companies located in Japan. It invests in at least 10 Asian countries but may, under certain circumstances, invest in as few as seven countries. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 90.72% |
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| Expense | FFAEX | Category
Avg | | Total Expense Ratio: | %
| 1.91% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.30% | | Max Deferred Sales Load: | 0.00%
| 2.60% | | 3 Yr Expense Projection*: |
$807 | $1,013 | | 5 Yr Expense Projection*: |
$N/A | $1,427 | | 10 Yr Expense Projection*: |
$N/A | $2,761 |
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11.08% Nasdaq 0.00%
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