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  • Fund Type: Open-End Fund
  • Objective: Growth Broad Market
  • Asset Class: Equity
  • Geographic Focus: U.S.

Forward Tactical Growth Fund

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FFTGX:US

24.76 USD 0.19 0.76%

As of 09:29:30 ET on 01/30/2015.

Snapshot for Forward Tactical Growth Fund (FFTGX)

Year To Date: -3.09% 3-Month: -2.91% 3-Year: +5.29% 52-Week Range: 24.17 - 26.27
1-Month: -3.09% 1-Year: +1.15% 5-Year: +3.11% Beta vs SPX: 0.71

Mutual Fund Chart for FFTGX

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  • FFTGX:US 24.76
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Fund Profile & Information for FFTGX

Forward Tactical Growth Fund is an open-end fund incorporated in the USA. The objective is to produce above-average, risk-adjusted returns. The Fund invests primarily in a diversified portfolio of exchange-traded funds and instruments providing exposure to U.S. and non-U.S. equity securities.

Inception Date: 09-14-2009 Telephone: 1-800-999-6809
Managers: CHRISTOPHER J GUPTILL "CHRIS"
Web Site: www.forwardfunds.com

Fundamentals for FFTGX

NAV (on 2015-01-30) 24.76
Assets (M) (on 2015-01-30) 791.73
Fund Leveraged N
Minimum Investment 4,000.00
Minimum Subsequent Investment 100.00

Dividends for FFTGX

No dividends reported

Fees & Expenses for FFTGX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.15
Redemption Fee 0.00
12b1 Fee 0.25
Expense Ratio 1.74

Top Fund Holdings for FFTGX

Filing Date: 11/30/2014
Name Position Value % of Total
SPDR S&P 500 ETF Trust 3,369,586 698,178,219 77.382%
Powershares QQQ Trust Series 1 1,924,993 204,068,508 22.618%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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