Forward Managed Futures Strategy Fund

U.S. News evaluated 53 Managed Futures 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 -1.28 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date -1.4%
1 Year -1.3%
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 total return. The fund seeks exposure to the futures markets. It generally invests in futures-related instruments that track the performance of futures contracts included in the Credit Suisse Multi-Asset Futures Strategy Index (the "CSMF Index"). The fund's investment in the Subsidiary will not exceed 25% of the value of the fund's total assets. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Forward Managed Futures Strategy Fund has an expense ratio of 2.15 percent.

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Risk

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

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