Forward Large Cap Equity A
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Map
Phone: 800-999-6809
| Category: | Large Blend | | Fund Family: | Forward Funds | | Net Assets: | 13.49M | | Year-to-Date Return: | 16.24% | | Yield: | 0.46% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-06 |
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Isaac H. Green
Lead Manager since
11-Jul-07 | | | Green founded Piedmont in August 2000 and has been the portfolio manager for Piedmont?s Strategic Core product since that time. From 1993 to 2000, Green was a managing partner at Loomis Sayles & Company, LLC and served on its board of directors. From 1988 to 1993, he was Director of Research and Director of Investment Management at NCM Capital Management Group. Green holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $4,000 | | Min Initial Investment, IRA: | NaN | | 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 to achieve high total return, capital appreciation and income. The fund invests at least 80% of net assets, plus borrowings, in common and preferred stock, and securities convertible into common or preferred stock of companies that have large capitalizations, with a market capitalization equal to or greater than $2 billion. It may invest up to 5% of net assets in the equity securities of companies that are based outside of the US if the stock of the company is traded on a U.S. exchange or through the NASD automated quotation system. |
| Last Dividend
(30-Dec-08):
| 0.04 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 89.00% | | Average for Category:
| 78.94% |
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| Expense | FFLAX | Category
Avg | | Total Expense Ratio: | 1.49%
| 1.08% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 1,141 | $776 | | 5 Yr Expense Projection*: |
$ 1,589 | $1,291 | | 10 Yr Expense Projection*: |
$ 2,827 | $2,371 |
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0.04% Nasdaq 
0.30%
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