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: | 5.73M | | Year-to-Date Return: | 27.46% | | Yield: | 1.05% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-98 |
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Bruce Brewington
Lead Manager since
01-Dec-08 | | | Brewington is a portfolio manager for Forward Management and has held this position since August 2008. From 2005-July 2008, he was an analyst and Member of the Investment Policy Committee for Berkeley Capital Management. From 1995-2003, he was an analyst with Putnam Lovell Securities, and from 1992-2004, he was an analyst for Prudential Securities. |
| 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 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
(30-Dec-08):
| 0.12 | | Last Cap Gain
(9-Dec-08):
| 0.31 | | Annual Holdings Turnover
| 94.00% | | Average for Category:
| 85.40% |
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| Expense | FFINX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.43% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 525 | $691 | | 5 Yr Expense Projection*: |
$ 937 | $1,051 | | 10 Yr Expense Projection*: |
$ 2,086 | $2,098 |
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