Forward Opportunities A
433 California Street 11th Floor San Francisco CA 94104
Map
Phone: 800-999-6809
| Category: | Mid-Cap Growth | | Fund Family: | Forward Funds | | Net Assets: | 4.26M | | Year-to-Date Return: | -12.87% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-97 |
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Joesph E. Besecker
Lead Manager since
01-May-05 | | | Besecker is the chairman, president and CEO of Emerald Asset Management, Inc. He has been primarily responsible for the day-to-day management of the Forward Emerald Opportunities Fund since May 2005. From June 2000 to May 2005, Besecker managed the Groundhog Fund LP and from October 2001 to May 2005, he managed the Emerald Advantage Funds LP. Besecker has over nineteen years experience in the money management business, starting his career as an investment professional with Merrill Lynch and E.F. Hutton. |
| 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 |
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| The investment seeks to achieve capital appreciation. The fund will invest principally in equity securities of companies that are believed to be poised for significant growth in a wide range of industries. the fund will invest at a minimum 25% of total assets in a nondiversified portfolio of equity securities of public companies in the technology sector The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 380.00% | | Average for Category:
| 117.59% |
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| Expense | HSYTX | Category
Avg | | Total Expense Ratio: | 1.99%
| 1.49% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$1,479 | $701 | | 5 Yr Expense Projection*: |
$2,111 | $1,080 | | 10 Yr Expense Projection*: |
$3,794 | $2,122 |
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1.49% Nasdaq 
0.27%
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