Forward International Real Estate M (FINMX)
18.02 
0.07(0.39%) May 24
| Prev Close: | 18.09 |
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| YTD Return*: | 5.34% |
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| Net Assets*: | 210.07M |
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| Yield*: | 7.93% |
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* As of 28-Feb-13
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Headlines
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 210.07M |
| Category: | Global Real Estate |
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| Annual Report Expense Ratio (net): | 1.38% |
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Performance & Risk
| YTD Return: | 5.34% |
| 5y Avg Return: | 2.98% |
| Rank in Category (ytd): | 4 |
| % Rank in Category (ytd): | 1.99% |
| Beta (3y): | 1.06 |
| Morningstar Risk Rating: | 3 |
Fund Summary
The investment seeks total return from both capital appreciation and current income.
The fund normally invests at least 80% of its net assets plus borrowings for investment purposes, if any, in non-U.S. securities of real estate and real estate-related companies in at least three different countries. It may invest up to 20% of its assets in U.S. real estate and real estate related companies. The fund may invest in securities of companies having any capitalization and debt securities of any maturity. It is non-diversified.
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