Forward Growth Inst
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Map
Phone: 800-999-6809
| Category: | Small Growth | | Fund Family: | Forward Funds | | Net Assets: | 43.78M | | Year-to-Date Return: | 25.75% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 20-Oct-08 |
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Kenneth G. Mertz II
Lead Manager since
01-Oct-92 | | | Mertz is president of Emerald Mutual Fund Advisers Trust. Before joining Emerald, Mertz was the chief investment officer to the Pennsylvania State Employees' Retirement System from 1985 to 1992. Prior to that he spent 10 years with Dauphin Deposit Bank during which time he became Vice President-Trust Investments. Mertz holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth. The fund normally invests a minimum of 80% of net assets in common stocks, preferred stocks, and securities convertible into common and preferred stocks. It may invest in companies from a wide range of industries and of various sizes. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(9-Dec-08):
| 0.04 | | Annual Holdings Turnover
| 108.00% | | Average for Category:
| 120.37% |
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| Expense | FGROX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.60% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 328 | $675 | | 5 Yr Expense Projection*: |
$ 573 | $1,071 | | 10 Yr Expense Projection*: |
$ 1,276 | $2,161 |
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1.31% Nasdaq 
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