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    Forward Multi-Strategy Investor (ACAIX)

    14.40 Up 0.04(0.28%) Apr 1
    Prev Close:14.36
    YTD Return*:1.18%
    Net Assets*:15.14M
    Yield*:4.45%

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for ACAIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Forward Emerging Markets Instl17.74N/A
    Forward Real Estate Long/Short Instl12.70N/A
    Forward Tactical Enhanced Instl12.49N/A
    Forward Dynamic Income Institutional11.69N/A
    Forward International Dividend Instl11.60N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:15.14M
    Category:Tactical Allocation
    Annual Report Expense Ratio (net):0.98%

    Performance & Risk

    YTD Return:1.18%
    5y Avg Return:5.66%
    Rank in Category (ytd):77
    % Rank in Category (ytd):23.77%
    Beta (3y):1.10
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks high potential capital appreciation. The fund is a "fund of funds" that primarily invests in a combination of other Forward Funds ("underlying funds"), including the following types of underlying funds: U.S. equity, frontier and emerging market, international equity, U.S. fixed-income, international fixed-income, money market, long/short, tactical and other alternative investment strategies. The advisor uses an asset allocation strategy designed to provide capital appreciation to investors with a very high risk tolerance and an investment time horizon of 10 years or more. View More
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