Forward International Real Estate A (KIRAX)
18.53
0.05(0.27%) May 21
| Prev Close: | 18.53 |
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| YTD Return*: | 5.27% |
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| Net Assets*: | 210.07M |
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| Yield*: | 7.62% |
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* As of 28-Feb-13
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Headlines
- More U.S. investors spanning the globe for real estateat Reuters(Fri, Apr 26)
- More U.S. investors spanning the globe for real estateReuters(Fri, Apr 26)
- The ways Lipper winners make global property payat Reuters(Fri, Apr 26)
- The ways Lipper winners make global property payReuters(Fri, Apr 26)
- Top 5 Best Performing Real Estate Mutual Funds Year to DateZacks(Wed, Feb 27)
- Top 5 Zacks #1 Ranked Real Estate Mutual FundsZacks(Wed, Feb 13)
- Top 5 Zacks #1 Ranked Real Estate Mutual FundsZacks(Thu, Jan 24)
- Top 5 Best Performing Real Estate Mutual Funds Year to DateZacks(Fri, Jan 4)
- Top 5 Zacks#1 Ranked Real Estate Mutual FundsZacks(Wed, Dec 12)
- Top 5 Best Performing Real Estate Mutual Funds Year to DateZacks(Wed, Nov 7)
- Top 5 Best Performing Real Estate Mutual Funds Year to DateZacks(Wed, Sep 26)
- [video] Foreign Real Estate Fund on Fireat TheStreet(Thu, Sep 20)
- Foreign Real Estate Fund On FireTheStreet.com TV(Wed, Sep 19)
- Top 5 Best Performing Real Estate Mutual Funds Year to DateZacks(Wed, Aug 22)
- Top 5 Best Performing Real Estate Mutual Funds Year to DateZacks(Wed, Jul 11)
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 210.07M |
| Category: | Global Real Estate |
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| Annual Report Expense Ratio (net): | 1.77% |
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Performance & Risk
| YTD Return: | 5.27% |
| 5y Avg Return: | 2.84% |
| Rank in Category (ytd): | 6 |
| % Rank in Category (ytd): | 2.99% |
| Beta (3y): | 1.06 |
| Morningstar Risk Rating: | 3 |
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.
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