Forward Small Cap Equity Instl
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Map
Phone: 800-999-6809
| Category: | Small Growth | | Fund Family: | Forward Funds | | Net Assets: | 224.99M | | Year-to-Date Return: | 16.73% | | Yield: | 0.27% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jun-02 |
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Irene Hoover
Lead Manager since
01-Oct-98 | | | Hoover is the managing member of Hoover and has over 29 years of investment management experience. She has managed the Forward Hoover Small Cap Equity Fund since October 1998 and the Forward Hoover Mini-Cap Fund since January 2003. From 1991-1997, Hoover was Director of Research and a member of the three-person investment committee at Jurika & Voyles, Inc., an investment management firm in Oakland, California. Hoover holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks high total return. The fund normally invests primarily in the equity securities of companies that have small market capitalizations and offer future growth potential. The Fund will invest at least 80% of net assets plus borrowings in the equity securities of small capitalization companies. may also invest up to 20% of assets in foreign investments and up to 5% of assets in securities in emerging markets. |
| Last Dividend
(30-Dec-08):
| 0.04 | | Last Cap Gain
(28-Dec-07):
| 0.00 | | Annual Holdings Turnover
| 313.00% | | Average for Category:
| 120.37% |
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| Expense | FFHIX | Category
Avg | | Total Expense Ratio: | 1.30%
| 1.60% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 412 | $675 | | 5 Yr Expense Projection*: |
$ 713 | $1,071 | | 10 Yr Expense Projection*: |
$ 1,566 | $2,161 |
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2.03% Nasdaq 
0.02 (0.14%) 
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