|Net Assets||23.96 Mil|
- Last NAV update 8/20/2014 4:00 PM ET
|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.|
- Year to date performance as of 8/20/2014 12:00 AM ET
|Fund Family||Forward Funds|
|Fund Manager||Jim O'Donnell|
|Minimum Initial Purchase||4,000.00|
|Minimum IRA Investment||4,000.00|
- * Annualized returns
- Performance as of 8/20/2014 12:00 AM ET
|Net Assets||23.96 Mil||283.20 Mil|
|Avg Market Cap||1.32 Bil||2.68 Bil|
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.