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Forward Select Income Fd Cl A: (MF: KIFAX)
(MF) As of Aug 19, 2014 06:05 PM ET
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Zacks MF Rank : 5 - Strong Sell
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Jul 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 7/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 7/31/2014
% of Portfolio
Top Equity Holdings
(As of 3/31/2014) % of Portfolio
ISTAR FINANCIAL INC
ASHFORD HOSPITALITY TRUST
STAG INDUSTRIAL INC
DUPONT FABROS TECHNOLOGY 3.33
WINTHROP REALY TRUST
DIGITAL REALTY TRUST INC
CAMPUS CREST COMMUNITIES 2.33
GLIMCHER REALTY TRUST
FELCOR LODGING TRUST INC
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Forward Select Income Fd Cl A KIFAX
Zacks News for KIFAX
2012-01-11 01:00 AM
%Max Sales Load
%Min Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in March 2001 and is managed by Kensington Investment Group, Inc. The fund seeks high current income and potential for modest long-term growth of capital. The fund invests primarily in securities of companies in the real estate industry, such as real estate investment trusts, master limited partnerships and other real estate firms. The fund invests at least 80% of its net assets in income-producing securities. The fund may invest in common stock, rights and warrants to purchase securities and limited partnership interests to the extent the fund deems appropriate. The fund distributes dividends quarterly. Capital gains, if any, are distributed annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
performance for information about the performance numbers displayed above.
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