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Forward Real Estate Long/short F: (MF: KSRAX)
(MF) As of Nov 20, 2014 06:05 PM ET
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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
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General Information as of Oct 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 10/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 10/31/2014
% of Portfolio
Top Equity Holdings
(As of 6/30/2014) % of Portfolio
AVALONBAY COMMUNITIES INC
SIMON PROPERTY GROUP INC
DIGITAL REALTY TRUST INC
HEALTH CARE REIT INC
VORNADO REALTY TRUST
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Forward Real Estate Long/short F KSRAX
%Max 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.
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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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