| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
2
5
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#39 in Real Estate
U.S. News evaluated 75 Real Estate 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 17.42 percent over the past year, 15.65 percent over the past three years, 3.03 percent over the past five years, and 8.95 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.0% |
| 1 Year | 17.4% |
| 3 Years (Annualized) | 15.6% |
| 5 Years (Annualized) | 3.0% |
| 10 Years (Annualized) | 8.9% |
Summary
The investment seeks income with capital appreciation as a secondary goal. The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in securities of real estate companies. It expects to invest principally in common stock and units of beneficial interest of real estate investment trusts (REITs), preferred stock, rights to purchase common stock and securities which may convert into common stock of real estate companies. The fund may invest in securities of real estate companies of any market capitalization. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
Forward Real Estate Fund has an expense ratio of 1.62 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
