Forward Endurance Long/Short Fund

U.S. News evaluated 107 Long/Short Equity 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 17.88 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year 17.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund normally invests, both long and short, in equity securities of U.S. and non-U.S. issuers, including issuers located in emerging and frontier markets. It may also invest in derivative instruments to gain or manage exposures to the equity markets and individual issuers. The fund may also invest in exchange-traded funds ("ETFs"), American Depositary Receipts, European Depositary Receipts and Global Depositary Receipts. It may invest in equity securities of issuers in all market capitalization ranges, including small capitalization stocks, without limitation. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Forward Endurance Long/Short Fund has an expense ratio of 1.98 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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