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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 180 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.20 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.5% |
| 1 Year | 18.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve high total return through capital appreciation and current income. The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of dividend paying companies located in emerging market countries. It normally invests in not fewer than eight emerging market countries. The fund may invest in securities of any market capitalization. It invests a substantial amount of its assets in foreign securities which are denominated in foreign currencies.
Fees
Fees are Low compared to funds in the same category.
Forward Select EM Dividend Fund has an expense ratio of 1.39 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
