Forward Global Infrastructure A (KGIAX)
* As of 31-Aug-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.74%|
Performance & Risk
|5y Avg Return:||9.03%|
|Rank in Category (ytd):||12|
|% Rank in Category (ytd):||1.03%|
|Morningstar Risk Rating:||3|
The investment seeks total return through capital appreciation and current income.
The fund normally invests at least 80% of its net assets plus borrowings for investment purposes, if any, in global infrastructure-related securities issued by companies involved in the construction, development, financing or operation of infrastructure assets. It will invest in a minimum of five countries and at least 40% of its net assets in the securities of issuers located outside the U.S., including in issuers located in emerging markets and frontier markets. The fund is non-diversified. View More