Investing in Equity Securities of Real-Estate
Focused Companies
Real Estate Investment Trusts (REITs) and Real
Estate Operating Companies (REOCs) make up the majority of
the portfolio
the Fund directs its investments toward those
REITs and REOCs that pay higher dividends relative to the stock
market as a whole
the Fund primarily invests in equity REITs which
are REITs that own real estate and whose revenues come principally
from rent
there are no limitations on the size of the companies
in which the Fund may invest
Porfolio Holdings
Forward Funds provides investors access to each Fund’s full portfolio holdings (as of month-end) on the 21st day of the following month or if the 21st is not a business day, on the next following business day.
These holdings may not reflect the current or
future position of the portfolio.
Sector Allocation
These allocations may not reflect the current
or future position of the portfolio.
*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.
