Forward Legato Inv
433 California St. 11th Floor San Francisco CA 94104
Map
Phone: 800-999-6809
| Category: | Small Growth | | Fund Family: | Forward Funds | | Net Assets: | 2.07M | | Year-to-Date Return: | 20.50% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 20-Oct-08 |
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Dana Feick
Lead Manager since
01-Apr-05 | | | Feick, Research Analyst, has over 21 years of experience in the financial services industry. As a member of the Investment Team, he is responsible for securities analysis across all industry sectors and for portfolio management of the Eco Leaders Portfolio. Feick joined the Riverbridge Partners team in January 1992. He began his investment career at IDS Financial Corporation, now Ameriprise Financial Services, Inc. Feick holds the Chartered Financial Analyst designation. |
| 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 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 assets in common stock of companies with market capitalization no larger than $3.0 billion at the time of initial purchase. The fund may also invest up to 20% of assets in foreign investments. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(9-Dec-08):
| 0.25 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 120.37% |
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| Expense | FLFRX | Category
Avg | | Total Expense Ratio: | 1.69%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 604 | $675 | | 5 Yr Expense Projection*: |
$ 1,061 | $1,071 | | 10 Yr Expense Projection*: |
$ 2,328 | $2,161 |
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0.17% Nasdaq 0.00%
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