Forward Real Estate Inst
433 California St. 11th Floor San Francisco CA 94104
Map
Phone: 800-999-6809
| Category: | Real Estate | | Fund Family: | Forward Funds | | Net Assets: | 550.00K | | Year-to-Date Return: | 15.22% | | Yield: | 8.90% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-08 |
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Richard Imperiale
Lead Manager since
10-May-99 | | | Imperiale is president of Forward Uniplan Advisors. |
| 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 income with capital appreciation as a secondary goal. The fund invests at least 80% of net assets plus borrowings, if any, in securities of real estate companies. It invests principally in common stock and units of beneficial interest of real estate investment trusts, preferred stock, rights to purchase common stock and securities which may convert into common stock of real estate companies. The fund may invest in securities of real estate companies of any market capitalization. The fund is nondiversified. |
| Last Dividend
(27-Nov-09):
| 0.06 | | Last Cap Gain
(9-Dec-08):
| 0.09 | | Annual Holdings Turnover
| 7.00% | | Average for Category:
| 117.78% |
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| Expense | FPREX | Category
Avg | | Total Expense Ratio: | %
| 1.45% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.79% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $982 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,957 |
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0.03% Nasdaq 0.00%
0.07 (0.76%) 
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