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Forward Funds

Forward Large Cap Equity Fund

Institutional Class

Fund Management
Updated as of:
June 30, 2008
 
 
 
 
 
Piedmont Investment Advisors, LLC
Independent investment advisor
Founded in 2000
Team of senior investment professionals
Manage equity and fixed-income strategies
Robust investment process that combines rigorous fundamental research combined with quantitative research
Strategy reduces volatility and enhances risk-adjusted returns
 
  Portfolio Manager
Isaac H. Green, CFA*
President and CEO, Chief Investment Officer
 
Founded Piedmont Investment Advisors in 2000
Previously, a managing partner at a Top 20 institutional money management firm
21+ years of industry experience
BA in economics and history from Duke University, MBA from Columbia University
 
  *Isaac H. Green has earned the right to use the Chartered Financial Analyst designation.
  Class: Institutional
Change to: Class A
   
Overview
Category: Domestic Large Capitalization
Ticker Symbol: FFLSX
CUSIP: 349913723
Benchmark: S&P 500 Index
Inception: January 31, 2007
Net Assets: $6.6 Million
Load Fee: No Load
Gross Expense Ratio: 1.61%
Net Expense Ratio: 0.99%1
Minimum Investment
Initial: $100,000
The Forward Large Cap Equity Fund is not registered for sale in all states. Click here for blue sky information on the fund.
Statistics
Price/Book:* 5.28
Forward P/E:* 13.60
EPS Growth Rate:* 27%
Long-Term Debt-to-Equity:* 109%
Weighted Avg. Market Capitalization:* $88.4 Billion
Average Capitalization:* $88.4 Billion
Number of Holdings: 42
Annualized Turnover: 83.64%

1The Fund’s investment advisor has contractually agreed to waive a portion of its fees and reimburse other expenses until April 30, 2009, in amounts necessary to limit the Fund’s operating expenses (exclusive of brokerage costs, interest, taxes, dividends and extraordinary expenses) for Institutional Class shares to an annual rate (as a percentage of the Fund’s average daily net assets) of 0.99%.

* Data refers to the Fund's holdings and not to the Fund itself.
  *Gregory Lai and Jordan Floriani have earned the right to use the Chartered Financial Analyst Designation.
 
 
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Forward Funds are distributed by ALPS Distributors, Inc.
© 2008 Forward Management, LLC. All rights reserved.