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    Forward Small Cap Equity Investor (FFSCX)

    22.10 0.00(0.00%) Jul 31
    Prev Close:22.10
    YTD Return*:3.00%
    Net Assets*:26.97M
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for FFSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    KYTH6.08N/A
    DST5.08N/A
    CLVS4.25N/A
    EXPO3.61N/A
    WEX3.45N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:26.97M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.47%

    Performance & Risk

    YTD Return:3.00%
    5y Avg Return:11.60%
    Rank in Category (ytd):92
    % Rank in Category (ytd):12.11%
    Beta (3y):0.97
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to achieve high total return. The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of small capitalization companies. It may also invest up to 20% of its net assets plus borrowings for investment purposes, if any, in foreign investments. For purposes of the fund's investment strategy, small capitalization companies generally are companies with market capitalizations of up to $3 billion at the time of initial purchase. View More
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