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Forward Funds

SEC Filings

     
   
actively managed niche asset classes domestic and foreign

Please click on the link below to view all of the Forward Funds filings with the SEC. Note: when you click on either of the links below you will leave the Forward Funds website.

Forward Funds Filings at www.sec.gov

   
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The Hoover Small Cap Equity Fund's and Hoover Mini-Cap Fund's benchmark is the Russell 2000 Index. It is an index that measures the performance of the 2000 smallest companies in the Russell 3000 Index. The Russell 3000 Index represents approximately 98% of the investable U.S. equity market.

The Forward Hansberger International Growth Fund's benchmark is the Morgan Stanley All Country World ex US Index. It is an unmanaged market capitalization-weighted index that includes reinvestment of capital gains and dividends, if any. It is commonly used to represent the performance of developed stock markets throughout the world, excluding the United States.

The Forward Global Emerging Markets Fund's benchmark is the MSCI Emerging Markets Free Index. It includes securities of approximately 680 companies domiciled in 26 markets.

The Forward Progressive Real Estate Fund's benchmark is the NAREIT Equity REIT Index (adjusted to reflect reinvestment of dividends). It is an index representative of tax-qualified REITs listed on the New York Stock Exchange, American Stock Exchange and the NASDAQ National Market System.

Investors cannot invest directly in an index.