Forward Income Builder Fund

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

U.S. News evaluated 80 Multisector Bond 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 11.58 percent over the past year, 8.38 percent over the past three years, 8.42 percent over the past five years, and 5.14 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 7.1%
1 Year 11.6%
3 Years (Annualized) 8.4%
5 Years (Annualized) 8.4%
10 Years (Annualized) 5.1%

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Summary

The investment seeks high current income and some stability of principal. The fund is a "fund of funds" that primarily invests in a combination of other Forward Funds, including the following types of underlying funds: U.S. fixed-income, international fixed-income, money market, U.S. equity, frontier and emerging market, global real estate, infrastructure, dividend-oriented strategies, preferred securities, and international equity. Its investments in equity underlying funds will focus principally on income producing equity securities. The fund may enter into repurchase agreements collateralized by securities issued by the U.S. government or its agencies.

Fees

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

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Risk

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

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