2 / 5 Stars
1 1 1 5 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#163 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.
The fund has returned 33.39 percent over the past year, 8.82 percent over the past three years, 17.93 percent over the past five years, and 5.84 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.6%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||17.9%|
|10 Years (Annualized)||5.8%|
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 are Above Average compared to funds in the same category.
Forward Small Cap Equity Fund has an expense ratio of 1.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.