Forward Total MarketPlus Fund

Scorecard
3 / 5 Stars
Lipper
2 2 3 4 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C- (Hold)

#91 in Mid-Cap Blend

U.S. News evaluated 138 Mid-Cap 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 25.55 percent over the past year, 11.30 percent over the past three years, 24.36 percent over the past five years, and 7.54 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 25.6%
3 Years (Annualized) 11.3%
5 Years (Annualized) 24.4%
10 Years (Annualized) 7.5%

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Summary

The investment seeks capital growth. The fund invests in synthetics or other instruments that have similar economic characteristics to common stocks of all capitalization issuers, such as those in the fund's benchmark, the Russell 3000 Index (the "Benchmark"). It may invest a significant portion of its assets in fixed income instruments that are of investment grade quality.

Fees

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

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Risk

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

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