Forward Small Cap Equity Fund

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

#161 in Small Growth

U.S. News evaluated 215 Small Growth 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 23.49 percent over the past year, 7.25 percent over the past three years, 15.79 percent over the past five years, and 5.46 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.3%
1 Year 23.5%
3 Years (Annualized) 7.2%
5 Years (Annualized) 15.8%
10 Years (Annualized) 5.5%

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Summary

The investment seeks to achieve high total return. The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of small capitalization companies. It may also invest up to 20% of its net assets plus borrowings for investment purposes, if any, in foreign investments. For purposes of the fund's investment strategy, small capitalization companies generally are companies with market capitalizations of up to $3 billion at the time of initial purchase.

Fees

Fees are Above Average compared to funds in the same category.
Forward Small Cap Equity Fund has an expense ratio of 1.42 percent.

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Risk

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

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