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Salient Global Real Estate Fund Class A (KIRAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.71-0.15 (-1.38%)
At close: 08:00PM EDT
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Salient Global Real Estate Fund Class A

Forward Funds

101 CALIFORNIA STREET

SAN FRANCISCO CA 94111

800-999-6809
Management Information
John D. Palmer,Lead Manager since April 30, 2021
Mr. Palmer leads the real estate team, a group of professionals whose broad experience investing in the real estate sector and relationships with industry executives are critical elements in operating the Fund. As a team leader and Portfolio Manager, Mr. Palmer has ultimate responsibility for all Fund investment decisions. Mr. Palmer has been a member of the Salient real estate team since September 2013 and has acted as sole Portfolio Manager since May 2021.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGlobal Real Estate
Fund FamilySalient Funds
Net Assets27.79M
YTD Return-1.85%
Yield2.74%
Morningstar Rating★★
Inception DateApr 27, 2006

Fund Operations

Last Dividend0.06
Last Cap Gain0.00
Holdings Turnover29.00%
Average for CategoryN/A

Fees & Expenses

ExpenseKIRAXCategory Average
Annual Report Expense Ratio (net)1.55%1.21%
Prospectus Net Expense Ratio1.55%N/A
Prospectus Gross Expense Ratio2.43%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.20%
Max Deferred Sales LoadN/A1.24%
3 Yr Expense Projection1,210N/A
5 Yr Expense Projection1,720N/A
10 Yr Expense Projection3,116N/A
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