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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 53 Nontraditional Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned -2.90 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -0.9% |
| 1 Year | -2.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve high total return. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes, if any, in a portfolio of fixed income securities. It seeks to capitalize on inefficiencies in the bond market by offering exposure primarily to U.S. dollar-, euro- or British pound-denominated securities. The fund normally limits its net exposure to any one country to no more than 35% of the fund's net assets at the time of purchase, and the fund normally limits its net exposure to any one issuer to no more than 5% of the fund's net assets at the time of purchase. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Forward Global Credit Long/Short Fund has an expense ratio of 2.99 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
