Forward EM Corporate Debt Fund

Scorecard
3 / 5 Stars
Lipper
1 1 1 2 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E (Sell)

#16 in Emerging Markets Bond

U.S. News evaluated 96 Emerging Markets Bond 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 -0.11 percent over the past year, 2.94 percent over the past three years, and 9.23 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date -0.4%
1 Year -0.1%
3 Years (Annualized) 2.9%
5 Years (Annualized) 9.2%
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve high total return (capital appreciation and income). The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in a diversified portfolio of fixed income securities of companies located in emerging market countries. It normally limits its investment in any one emerging market country to no more than 35% of the fund's net assets at time of purchase, and the fund normally limits its investment in any one issuer to no more than 5% of the fund's net assets at the time of purchase. It is non-diversified.

Fees

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

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Risk

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

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