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Forward International Real Estate Instl (KIRYX)

15.37 Up 0.02(0.13%) Oct 30
Prev Close:15.37
YTD Return*:0.60%
Net Assets*:87.89M
Yield*:7.04%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for KIRYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
00497.HK7.061.47
SDWHF.HK6.259.49
32914.2916.00
KLPEF.PA4.28-9.68
00292.HK4.233.26

Fund Basics

Morningstar Overall Rating:
Total Assets:87.89M
Category:Global Real Estate
Annual Report Expense Ratio (net):1.40%

Performance & Risk

YTD Return:0.60%
5y Avg Return:9.57%
Rank in Category (ytd):91
% Rank in Category (ytd):41.36%
Beta (3y):0.92
Morningstar Risk Rating:4

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. View More
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