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Forward Legato Fund

Investor Class

Fund Management
Updated as of:
September 30, 2008
 
 
 
  A Team Approach
  The three portfolio managers of the Forward Legato Fund use complementary small cap investment styles – growth, value and core.
 
  Netols Asset Management, Inc.
 
A specialist in small cap value stock portfolio management for institutional and individual investors, Netols Asset Management was founded in 2000 by Jeffrey W. Netols, who has more than 21 years experience managing small cap value assets.
   
  Riverbridge Partners, LLC
 
A specialist in small cap growth stock portfolio management for institutional and individual investors, Riverbridge Partners was founded in 1987 by Mark A. Thompson, who has more than 21 years experience managing large cap and small cap assets.
   
  Conestoga Capital Advisors, LLC
 
A specialist in small cap core stock portfolio management for institutional and individual investors, Conestoga Capital Advisors was founded in 2001 by William C. Martindale Jr. and Robert M. Mitchell.
   
  Class: Investor
Change to: Institutional
Change to: Class A
   
Overview
Category: Small Capitalization
Ticker Symbol: FLFRX
CUSIP: 34987A624
Benchmark: Russell 2000 Index
Inception: October 21, 2008
Net Assets: $1.0 Million
Load Fee: No Load
Gross Expense Ratio: 1.69%
Net Expense Ratio: 1.69%
Minimum Investment
Initial: $4,000
Initial–eDelivery: $2,000
Initial–Automatic Investment Plan:
$500
   
The Forward Legato Fund is not registered for sale in all states. Click here for blue sky information on the fund.
Statistics
Price/Book:* 2.25
Price/Earnings:* 17.69
EPS Growth Rate:* 17.6%
Long-Term Debt-to-Equity:* 59.2%
Weighted Average Market Capitalization:* $1.12 Billion
Median Market
Capitalization:*		 $1.08 Billion
Number of Holdings: 159
Annualized Turnover: 34.46%

*Data refers to the Fund’s holdings and not to the Fund itself.

Price/Book Ratio and Price/Earnings represent equity securities within the Fund’s portfolio, and are not intended to demonstrate Fund growth income earned by the Fund, or distributions made by the Fund.

EPS Growth Rate represents the Fund's annual percentage growth rate of earnings per share over the trailing 3-year period.
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Forward Funds are distributed by ALPS Distributors, Inc.
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