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Dec 15: 14.68  Up 0.01 (0.07%)  

Forward Small Cap Equity Instl (FFHIX)

FORWARD SMALL CAP EQUITY FUND I

Net Asset Value:14.68
Trade Time:Dec 15
Change:Up 0.01 (0.07%)
Prev Close:14.68
YTD Return*:13.10%
Net Assets*:206.86M
Yield*:0.28%

* As of 30-Nov-09

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Fund Basics

Morningstar Overall Rating:
Total Assets:206.86M
Category:Small Growth
Total Expense Ratio:%

Performance & Risk

YTD Return:13.10%
5y Avg Return:-1.32%
Rank in Category (ytd):715
% Rank in Category (ytd):90.97%
Beta (3y):1.00
Morningstar Risk Rating:Below average

Fund Summary

The investment seeks high total return. The fund normally invests primarily in the equity securities of companies that have small market capitalizations and offer future growth potential. The Fund will invest at least 80% of net assets plus borrowings in the equity securities of small capitalization companies. may also invest up to 20% of assets in foreign investments and up to 5% of assets in securities in emerging markets. View More

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