Forward Intl Real Estate B
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Map
Phone: 800-999-6809
| Category: | Global Real Estate | | Fund Family: | Forward Funds | | Net Assets: | 2.10M | | Year-to-Date Return: | 32.67% | | Yield: | 1.13% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Apr-06 |
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Paul Gray
Lead Manager since
28-Apr-06 | | | Mr. Gray, Executive Vice President and Portfolio Manager is responsible for securities investment decisions on behalf of Kensington's portfolios. Mr. Gray is a partner with Kensington and has been involved in the portfolio management of real estate securities since 1988. Mr. Gray was previously a partner and founder of Golden State Financial Services, a mortgage brokerage company. Prior to joining Golden State, he was director of research for Liquidity Fund Investment Corporation. |
| Min Initial Investment: | $4,000 | | Min Initial Investment, IRA: | $4,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return from both capital appreciation and current income. The fund invests normally at least 80% of net assets in non-U.S. securities of real estate and real estate-related companies in at least three different countries. It may invest in companies located in developing countries. The Fund may also invest in securities of foreign companies in the form of American Depositary Receipts (ADRs) and European Depositary Receipts (EDRs). It is nondiversified. |
| Last Dividend
(5-Jun-09):
| 0.13 | | Last Cap Gain
(24-Dec-07):
| 0.08 | | Annual Holdings Turnover
| 110.14% | | Average for Category:
| 70.50% |
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| Expense | KIRBX | Category
Avg | | Total Expense Ratio: | %
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | 5.00%
| 2.03% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $767 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,248 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,524 |
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0.47% Nasdaq 0.00%
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