Forward Frontier Strategy Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

U.S. News evaluated 213 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 33.63 percent over the past year, 9.68 percent over the past three years, and 8.41 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 19.0%
1 Year 33.6%
3 Years (Annualized) 9.7%
5 Years (Annualized) 8.4%
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
Forward Frontier Strategy Fund has an expense ratio of 0.99 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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