Approximately 80 to 100 small cap stocks from
developed countries other than the U.S.
growth orientation is based on the underlying
belief that earnings growth drives equity returns
valuation is considered and the general strategy
is growth at a reasonable price (GARP)
to mitigate risk individual positions are limited
to 5% or less of the portfolio
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.
Regional Allocation
These allocations 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 represents current year consensus estimates weighted by distribution of the portfolio.
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.
