Forward Real Estate Long/Short Fund

Scorecard
2 / 5 Stars
Lipper
3 3 3 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

Fund Fees

Updated 12.31.2013

Maximum Sales Fees %
Initial 5.75
Deferred

Updated 12.31.2013

Maximum Fees %
Administrative 0.065
Management 1.0
Redemption

Updated 12.31.2013

Actual Fees %
12b-1 0.25
Management 1.0
Net Expense Ratio: Annual Report 1.72
Net Expense Ratio: Prospectus 1.83

Updated 03.05.2014

Total Cost Projections
3-Year $1,243.00
5-Year $1,719.00
10-Year $3,027.00

Purchase Information

Updated 05.01.2013

Minimum Investments
Initial $4,000.00
Additional $100.00
Initial IRA $4,000.00
Additional IRA
Initial AIP $500.00
Additional AIP $50.00