4 / 5 Stars
2 1 1 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#43 in Diversified Emerging Mkts
U.S. News evaluated 201 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.81 percent over the past year, 1.50 percent over the past three years, and 10.71 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.0%|
|3 Years (Annualized)||1.5%|
|5 Years (Annualized)||10.7%|
|10 Years (Annualized)||N/A|
The investment seeks capital growth. The fund invests in securities with exposure to the returns of frontier markets. "Frontier markets" is often used to describe the markets of smaller, less accessible, but still investable, countries of the developing world. The advisor seeks exposure to frontier markets by attempting to approximate the country and industry allocations of the fund's benchmark, the MSCI Frontier Markets Index, and will primarily invest directly or indirectly in Structured Products, ETFs, ETNs, depositary receipts, and securities of companies in frontier market countries to obtain such exposure. It is non-diversified.
Fees are High compared to funds in the same category.
Forward Frontier Strategy Fund has an expense ratio of 1.25 percent.
Risk is Low compared to funds in the same category according to Morningstar.