Forward International Small Co Instl
433 California St. 11th Floor San Francisco CA 94104
Map
Phone: 800-999-6809
| Category: | Foreign Small/Mid Growth | | Fund Family: | Forward Funds | | Net Assets: | 445.32M | | Year-to-Date Return: | 29.83% | | Yield: | 1.46% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Feb-96 |
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Michael . McLaughlin
Lead Manager since
29-Feb-96 | | | Michael McLaughlin joined Pictet in 1995 and is a member of the Specialist Equities Team. Mr. McLaughlin has a strong long-term track record that started his financial career in 1987, including extensive experience in the Japanese market and in asset allocation. Mr. McLaughlin is a graduate of the London School of Economics. |
| 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 long-term capital growth. The fund normally invests at least 80% of net assets plus borrowings, if any, in equity securities of companies with small market capitalizations located outside the United States. It invests up to 20% of assets in medium and large capitalization companies. The fund normally will invest its assets among countries throughout the world including countries considered to be emerging market countries. |
| Last Dividend
(30-Dec-08):
| 0.18 | | Last Cap Gain
(7-Dec-07):
| 1.60 | | Annual Holdings Turnover
| 95.00% | | Average for Category:
| 82.29% |
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| Expense | PTSCX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.63% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ 396 | $674 | | 5 Yr Expense Projection*: |
$ 686 | $1,075 | | 10 Yr Expense Projection*: |
$ 1,510 | $2,136 |
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0.17% Nasdaq 0.00%
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