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Forward Tactical Enhanced Advisor (FTENX)

26.46 Up 0.04(0.15%) Sep 15
Prev Close:26.46
YTD Return*:3.44%
Net Assets*:121.14M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for FTENX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPDR S&P 500100.00N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:121.14M
Category:Long/Short Equity
Annual Report Expense Ratio (net):1.47%

Performance & Risk

YTD Return:3.44%
5y Avg Return:N/A
Rank in Category (ytd):44
% Rank in Category (ytd):13.84%
Beta (3y):0.28
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 exchange-traded funds ("ETFs"), futures and options on securities, securities indices and shares of ETFs. It may hold a substantial portion of its assets in cash, cash equivalents, repurchase agreements and/or in fixed income securities that are investment grade quality and have maturities of less than three years. View More
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