Forward Emerging Markets Inv
433 California Street 11th Floor San Francisco CA 94104
Map
Phone: 800-999-6809
| Category: | Diversified Emerging Mkts | | Fund Family: | Forward Funds | | Net Assets: | 28.34M | | Year-to-Date Return: | -26.87% | | Yield: | 0.22% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Apr-03 |
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Tom Rodwell
Lead Manager since
31-Aug-97 | | | Rodwell, co-head of Global Emerging Markets Equities, joined PAM in 1997. Rodwell has served as the Co-Business unit head of the Emerging Markets Team since January 2006. From April 2004 through December 2005, he served as senior investment manager, Emerging Markets Team. From January 2000 through March 2004, he served as investment manager in the Emerging Markets Team. Rodwell holds the Investment Management Certificate. |
| 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 long-term capital growth. The fund invests at least 80% of net asset in emerging-markets equity securities. It normally invests in at least fifteen but not fewer than eight emerging market countries. |
| Last Dividend
(28-Dec-07):
| 0.05 | | Last Cap Gain
(7-Dec-07):
| 3.55 | | Annual Holdings Turnover
| 102.00% | | Average for Category:
| 81.61% |
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| Expense | PGERX | Category
Avg | | Total Expense Ratio: | 1.69%
| 1.78% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.30% | | Max Deferred Sales Load: | 0.00%
| 2.48% | | 3 Yr Expense Projection*: |
$642 | $731 | | 5 Yr Expense Projection*: |
$1,133 | $1,152 | | 10 Yr Expense Projection*: |
$2,485 | $2,294 |
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1.22% Nasdaq 
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