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    Forward Total MarketPlus Institutional (ASMCX)

    40.02 Up 0.15(0.38%) Jan 26
    Prev Close:39.87
    YTD Return*:11.55%
    Net Assets*:28.88M
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for ASMCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Vanguard Short-Term Government Bond ETF43.85N/A
    Vanguard Short-Term Corporate Bond ETF20.50N/A
    Ru30in Total Return Swap16.65N/A
    FHLMC FRN0.56N/A
    FNMA FRN0.52N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:28.88M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.85%

    Performance & Risk

    YTD Return:11.55%
    5y Avg Return:15.15%
    Rank in Category (ytd):17
    % Rank in Category (ytd):4.61%
    Beta (3y):1.05
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks capital growth. The fund invests in synthetics or other instruments that have similar economic characteristics to common stocks of all capitalization issuers, such as those in the fund's benchmark, the Russell 3000 Index (the "Benchmark"). It may invest a significant portion of its assets in fixed income instruments that are of investment grade quality. View More
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