Invests in the stocks of community banks, insurance companies
and other institutions related to the financial services industry
invests a minimum of 80% of Fund assets in
stocks of companies primarily engaged in the banking or
financial services industries
under normal circumstances, invests a minimum
of 25% in banks and S&Ls and 25% in financial services
can invest in companies of various sizes,
including smaller companies
focuses on common stocks that pay current
dividends
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.
1Maximum concession allowed. See prospectus for more details.
2Maximum deferred sales charge for shares held less than two years is 1.00%.
3Begins after 24th month.
*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.
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.
