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 Dow Down 0.42% Nasdaq Down 0.52%

Forward Balanced Allocation Investor (ACBIX)

15.70 Down 0.03(0.19%) Jul 10
Prev Close:15.73
YTD Return*:4.27%
Net Assets*:18.46M
Yield*:3.54%

* As of 30-Jun-14

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 Z24.61N/A
Forward International Dividend Instl21.56N/A
Forward EM Corporate Debt Institutional11.88N/A
Forward Select EM Dividend Institutional8.91N/A
Forward Commodity L/S Strategy Z6.95N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:18.46M
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.77%

Performance & Risk

YTD Return:4.27%
5y Avg Return:7.90%
Rank in Category (ytd):61
% Rank in Category (ytd):8.21%
Beta (3y):0.80
Morningstar Risk Rating:4

Fund Summary

The investment seeks moderate current income and some 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, including mortgage-related and other asset-backed securities, international fixed-income, and money market. The adviser 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. View More
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