You are being directed to ZacksTrade, a division of Zacks & Company and licensed broker-dealer. ZacksTrade and Zacks.com are separate but affiliated companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click
OK. If you do not, click Cancel.
Back to top
Forward Real Estate Long/short F: (MF: KSRAX)
(MF) As of Aug 19, 2014 06:05 PM ET
Add to portfolio
Zacks MF Rank : NA - NA
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
Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank
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
AVALONBAY COMMUNITIES INC
DIGITAL REALTY TRUST INC
SIMON PROPERTY GROUP INC
SL GREEN REALTY CORP
BOSTON PROPERTIES INC
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Forward Real Estate Long/short F KSRAX
%Max Sales Load
%Min Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in September 1999 and is managed by Kensington Investment Group, Inc. The fund seeks total return through a combination of high current income relative to equity investment alternatives, plus long-term growth of capital. The fund invests at least 80% of its net assets in securities of issuers engaged primarily in the real estate business. The fund normally invests a portion of its assets in high quality debt securities. Dividends are usually paid quarterly and capital gains (if any) are distributed at least annually.
Zacks Research is Reported On:
Zacks Investment Research is an A+ Rated BBB Accredited Business.
Copyright © 2014 Zacks Investment Research
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.
Real time prices by BATS. Delayed quotes by Sungard.
NYSE and AMEX data is at least 20 minutes delayed. NASDAQ data is at least 15 minutes delayed.