Forward International Real Estate Fund

Scorecard
3 / 5 Stars
Lipper
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Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
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U.S. News evaluated 57 Global Real Estate 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 -9.39 percent over the past year, 8.09 percent over the past three years, and 20.47 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date -1.1%
1 Year -9.4%
3 Years (Annualized) 8.1%
5 Years (Annualized) 20.5%
10 Years (Annualized) N/A

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Summary

The investment seeks total return from both capital appreciation and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes, if any, in non-U.S. securities of real estate and real estate-related companies in at least three different countries. It may invest up to 20% of its assets in U.S. real estate and real estate related companies. The fund may invest in securities of companies having any capitalization and debt securities of any maturity. It is non-diversified.

Fees

Fees are High compared to funds in the same category.
Forward International Real Estate Fund has an expense ratio of 1.80 percent.

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Risk

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

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