Forward Real Estate Inv (FFREX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.63%|
Performance & Risk
|5y Avg Return:||21.42%|
|Rank in Category (ytd):||57|
|% Rank in Category (ytd):||20.43%|
|Morningstar Risk Rating:||2|
The investment seeks income with capital appreciation as a secondary goal.
The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in securities of real estate companies. It expects to invest principally in common stock and units of beneficial interest of real estate investment trusts (REITs), preferred stock, rights to purchase common stock and securities which may convert into common stock of real estate companies. The fund may invest in securities of real estate companies of any market capitalization. It is non-diversified. View More