Forward Focus Inst

The investment seeks to achieve high total return.
The fund invests at least 80% of its net assets in the equity securities of companies with small to medium market capitalizations. For purposes of the fund's investment strategy, small to medium market capitalization companies generally are companies with market capitalizations of less than $15 billion at the time of initial purchase or have a market capitalization below the largest capitalization in the Russell Midcap Index. It may invest 25% of its net assets in foreign securities. The fund will usually hold fewer than 40 companies.

Key stats

Management firm  Forward Funds
Domicile  United States
Fund Administrator  ALPS Fund Services, Inc.
Global Branding Name  Forward
Fund Status  OBSOLETE
Fund currency  USD
Launch Date  2008-05-01
Obsolete Date  2013-04-30
ISIN  US3499134910
Manager 1 Name  David Ruff
Manager 2 Name  Jim O'Donnell
Fund Strategy  Small Blend
Benchmark  Russell 2500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2013-03-31
Return - 1 Month  2.36%
Return - 2 Months  1.69 %
Return - 3 Months  7.02%
Return - 6 Months  12.56 %
Return - 9 months  15.28 %
Return - 12 Months  6.34%
Annualized return 24 months  5.17 %
Annualized return 36 months  10.71 %
Annualized return 48 months  19.77 %
Annualized return since Inception  6.17%
Return YTD  7.02%

Ratings

Morning Star Rating Date   2013-03-31
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Minimum Investment  $100,000
Maximum Managment Charge  0.75 %

Contact

Contact Address  Forward Funds
Contact country  United States
Fund Admin Group  Forward Funds
Web Address  www.forwardinvesting.com
Custodian  Citibank, N.A.

Price

Last Price Date  2013-04-30
Pre-tax nav  8.03

Funds Disclaimer

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Ratings Disclaimer

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