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    Forward Tactical Enhanced Advisor (FTENX)

    22.96 Up 0.01(0.04%) Nov 25
    Prev Close:22.95
    YTD Return*:-4.92%
    Net Assets*:18.28M

    * As of 31-Oct-15

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


    • No Headlines available for FTENX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    E-mini S&P 50030.89N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:18.28M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):1.47%

    Performance & Risk

    YTD Return:-4.92%
    5y Avg Return:N/A
    Rank in Category (ytd):84
    % Rank in Category (ytd):18.46%
    Beta (3y):0.25
    Morningstar Risk Rating:2

    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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