Forward International Small Companies Fund

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

#15 in Foreign Small/Mid Blend

U.S. News evaluated 28 Foreign Small/Mid Blend 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 27.05 percent over the past year, 8.28 percent over the past three years, 19.46 percent over the past five years, and 7.92 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year 27.0%
3 Years (Annualized) 8.3%
5 Years (Annualized) 19.5%
10 Years (Annualized) 7.9%

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Summary

The investment seeks to achieve long-term growth of capital. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes, if any, in equity securities of companies with small market capitalizations located outside the United States. It may invest up to 20% of its net assets plus borrowings for investment purposes, if any, in medium and large capitalization companies. The fund normally will invest its assets among at least fifteen but not fewer than eight countries throughout the world including countries considered to be emerging market countries.

Fees

Fees are Above Average compared to funds in the same category.
Forward International Small Companies Fund has an expense ratio of 1.34 percent.

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Risk

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

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