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Dec 18: 9.14  Up 0.03 (0.33%)  

Forward Large Cap Equity Instl (FFLSX)

FORWARD LARGE CAP EQUITY FUND I

Net Asset Value:9.14
Trade Time:Dec 18
Change:Up 0.03 (0.33%)
Prev Close:9.14
YTD Return*:23.25%
Net Assets*:830.00K
Yield*:0.90%

* As of 30-Nov-09

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Forward Large Cap Equity Instl (FFLSX)

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Fund Basics

Morningstar Overall Rating:
Total Assets:830.00K
Category:Large Blend
Total Expense Ratio:%
Fund Profile | Holdings

Performance & Risk

YTD Return:23.25%
5y Avg Return:N/A
Rank in Category (ytd):1333
% Rank in Category (ytd):65.96%
Beta (3y):0.89
Morningstar Risk Rating:
Performance Details | Risk Details

Fund Summary

The investment seeks to achieve high total return, capital appreciation and income. The fund invests at least 80% of net assets, plus borrowings, in common and preferred stock, and securities convertible into common or preferred stock of companies that have large capitalizations, with a market capitalization equal to or greater than $2 billion. It may invest up to 5% of net assets in the equity securities of companies that are based outside of the US if the stock of the company is traded on a U.S. exchange or through the NASD automated quotation system. View More
Fund Profile

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