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    Forward Tactical Enhanced A (FTEAX)

    23.05 Down 0.05(0.22%) Aug 3
    Prev Close:23.10
    YTD Return*:-6.10%
    Net Assets*:21.85M
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for FTEAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    E-Mini S&P 500?futures150.34N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:21.85M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):1.92%

    Performance & Risk

    YTD Return:-6.10%
    5y Avg Return:N/A
    Rank in Category (ytd):96
    % Rank in Category (ytd):20.82%
    Beta (3y):0.40
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the S&P 500 Index. The fund invests primarily in a diversified portfolio of instruments providing exposure, both long and short, to the U.S. and non-U.S. equity markets, including ETFs, futures and options on securities, securities indices and shares of ETFs. Its short-term fixed income investment holdings may include cash, cash equivalents, repurchase agreements, fixed income securities that are investment grade quality and have maturities of less than three years and/or money market or other funds. View More
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