Forward International Equity
433 California St. 11th Floor San Francisco CA 94104
Map
Phone: 800-999-6809
| Category: | Foreign Large Blend | | Fund Family: | Forward Funds | | Net Assets: | 27.60M | | Year-to-Date Return: | -33.51% | | Yield: | 0.93% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-98 |
|
Richard Heelis
Lead Manager since
01-Sep-05 | | | HeelisHead & Senior Investment Manager, and Fabio Paolini, Senior Investment Manager co-head the team and are responsible for the investment policy and management of the Fund. He has served in his current position as the Business Unit Head of the Regional Equities Team since January 2002. From 1999 to 2003, he was a senior investment manager. Prior to that, he was responsible for all Norwich Unions Japanese equity portfolios. |
| Min Initial Investment: | $4,000 | | Min Initial Investment, IRA: | $4,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks high total return. The fund invests a minimum of 80% of net assets, plus borrowings in the equity securities of companies organized or located outside of the United States. The Fund normally will invest its assets among countries throughout the world including countries considered to be emerging market countries. It will not invest more than 25% of assets in emerging market companies. |
| Last Dividend
(28-Dec-07):
| 0.13 | | Last Cap Gain
(7-Dec-07):
| 1.18 | | Annual Holdings Turnover
| 63.00% | | Average for Category:
| 77.49% |
|
| Expense | FFINX | Category
Avg | | Total Expense Ratio: | 1.24%
| 1.42% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$477 | $659 | | 5 Yr Expense Projection*: |
$842 | $1,004 | | 10 Yr Expense Projection*: |
$1,866 | $1,982 |
|
|
7.87% Nasdaq 
Profile
