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Forward Long/Short Credit Analysis Fund

>Managed by Cedar Ridge Partners, LLC
Class A
Overview
Updated as of:
May 1, 2008
 
 
 
  The Forward Long/Short Credit Analysis Fund is an actively managed credit long/short fund that seeks to maximize total rate of return and minimize investment risk using a credit- based, relative value investment strategy.
 
  • The strategy takes advantage of market anomalies and inefficiencies across a wide array of credit risk markets using opportunistic trading strategies
  • The strategy identifies the differential pricing of credit risk across the municipal bond and corporate bond and preferred securities markets
  • The Fund utilizes leverage to enhance returns
 
 
PDF Read about our newest fund – “Forward Launches Hedge Fund in Sheep's Clothing”
  Class: A
Change to: Investor
Change to: Institutional
   
PDF Fund Fact Sheet
Overview
Category: Long/Short
Ticker Symbol: FLSDX
CUSIP: 349913715
Benchmark: Lehman Bros.
U.S. Municipal Index/Lehman Bros. U.S. Corp. High Yield Index
Inception: Dec. 29, 2006
Net Assets: $16.2 Million
Load Fee: 5.75%
Dealer Concession: 5.00%1
Trail: 0.25%2
Gross Expense Ratio: 8.91%
Net Expense Ratio: 1.99%3
Minimum Investment
Initial: $4,000
Initial–eDelivery: $2,000
Initial–Automatic Investment Plan:
$500

1Maximum concession allowed—see the prospectus for more details.

2Additional maximum 0.20% may be allowable under the Shareholder Services Plan.

3The 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 the brokerage costs, interest, taxes, dividends and extraordinary expenses) for Class A shares to an annual rate (as a percentage of the Fund’s average daily net assets) of 1.99%.
 
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Forward Funds are distributed by ALPS Distributors, Inc.
© 2008 Forward Management, LLC. All rights reserved.