Forward International Real Estate Instl (KIRYX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Category:||Global Real Estate|
|Annual Report Expense Ratio (net):||1.45%|
Performance & Risk
|5y Avg Return:||12.28%|
|Rank in Category (ytd):||1|
|% Rank in Category (ytd):||0.4%|
|Morningstar Risk Rating:||3|
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