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Forward Funds

Forward Progressive Real Estate

Investor Class

Overview
Updated as of:
May 1, 2008
 
 
 
  An actively managed portfolio using fundamental financial analyses and qualitative criteria to identify socially and environmentally progressive real estate management companies.
 
The portfolio management team tracks real estate supply and demand across the United States by separating the country into eight geographic regions and then further into major metropolitan markets within those regions
Within each region they compile a profile of supply and demand factors
Progressive analysis is completed to evaluate each investment candidate against a variety of social and environmental criteria
  Class: Investor
Change to: Institutional
   
PDF Fund Fact Sheet
Overview
Category: Real Estate
Ticker Symbol: FFREX
CUSIP: 349913707
Benchmark: FTSE NAREIT Equity REITs Index
Inception: May 10, 1999
Net Assets: $39.8 Million
Load Fee: No Load
Gross Expense Ratio: 1.50%
Net Expense Ratio: 1.50%
Minimum Investment
Initial: $4,000
Initial–eDelivery: $2,000
Initial–Automatic Investment Plan:
$500
Statistics
Price/Book:* 2.00
Forward P/E:* 12.20
EPS Growth Rate:* 9.00%
Long-Term Debt-to-Equity:* 47.00%
Weighted Avg. Market Capitalization:* $7.1 Billion
Average Capitalization:* $3.6 Billion
Beta: 0.85
R-Squared: 0.96
Number of Holdings: 31
Annualized Turnover: 0.00%

*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 – 5 Year is an estimate of the Fund’s annual percentage growth rate of earnings per share over the next five-year period.

Beta is a measure of risk which shows the Fund's volatility relative to its benchmark index.

R-Squared reflects the percentage of a Fund’s movements that are explained by movement in its benchmark index.

 
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