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    Forward Balanced Allocation Investor (ACBIX)

    14.54 Down 0.03(0.21%) Aug 4
    Prev Close:14.57
    YTD Return*:-0.87%
    Net Assets*:9.14M
    Yield*:2.83%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for ACBIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Forward Investment Grade Fxd-Inc Z26.24N/A
    Forward International Dividend Instl19.63N/A
    Forward Select EM Dividend Institutional9.39N/A
    Forward Total MarketPlus Z9.29N/A
    Forward EM Corporate Debt Institutional7.84N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:9.14M
    Category:World Allocation
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:-0.87%
    5y Avg Return:4.64%
    Rank in Category (ytd):90
    % Rank in Category (ytd):15.36%
    Beta (3y):0.79
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks moderate current income and some potential capital appreciation. The fund is a "fund of funds" that primarily invests in other Forward Funds ("underlying funds"). The manager intends to maintain the fund's asset allocation to at least 40% in equity underlying funds and to at least 25% in fixed-income underlying funds. The asset classes in which the underlying funds may invest include: U.S. equity, frontier and emerging market, international equity, U.S. fixed-income, including mortgage-related and other asset-backed securities, international fixed-income, and money market. View More
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