• 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

25.78 USD 0.000.00%

As of 20:00:00 ET on 08/27/2014.

Snapshot for Forward Tactical Growth Fund (FFTGX)

Year To Date: +1.79% 3-Month: +2.37% 3-Year: +6.04% 52-Week Range: 23.42 - 25.78
1-Month: +0.59% 1-Year: +10.37% 5-Year: - Beta vs SPX: 0.69

Mutual Fund Chart for FFTGX

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  • FFTGX:US 25.78
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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 2014-08-27) 25.78
Assets (M) (on 2014-08-27) 949.14
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: 07/31/2014
Name Position Value % of Total
S&P500 EMINI FUT Sep14 3,934 379,474,320 34.115%
B 0 08/21/14 100,000 99,997,292 8.990%
B 0 07/23/15 100,000 99,891,200 8.980%
B 0 09/04/14 50,000 49,999,976 4.495%
B 0 11/13/14 50,000 49,995,100 4.495%
B 0 09/18/14 50,000 49,993,867 4.495%
B 0 01/08/15 50,000 49,989,450 4.494%
B 0 02/05/15 50,000 49,988,250 4.494%
B 0 03/05/15 50,000 49,982,750 4.494%
B 0 04/30/15 50,000 49,976,400 4.493%

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

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