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    Forward International Real Estate Instl (KIRYX)

    15.28 Up 0.06(0.39%) Dec 19
    Prev Close:15.22
    YTD Return*:3.76%
    Net Assets*:95.03M
    Yield*:6.82%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for KIRYX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LVSDF.HK4.48-20.00
    MITEF4.36-13.51
    SURDF4.02-19.97
    UNBLF.PA3.855.86
    00292.HK3.47-9.38

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:95.03M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.40%

    Performance & Risk

    YTD Return:3.76%
    5y Avg Return:9.88%
    Rank in Category (ytd):88
    % Rank in Category (ytd):39.82%
    Beta (3y):0.83
    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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