• 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 0.02 0.08%

As of 09:29:30 ET on 04/17/2014.

Snapshot for Forward Tactical Growth Fund (FFTGX)

Year To Date: -1.49% 3-Month: -1.19% 3-Year: +3.42% 52-Week Range: 23.68 - 26.22
1-Month: -0.46% 1-Year: +9.07% 5-Year: - Beta vs SPX: 0.64

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: CHRIS GUPTILL
Web Site: www.forwardfunds.com

Fundamentals for FFTGX

NAV (on 2014-04-17) 25.78
Assets (M) (on 2014-04-17) 950.63
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: 02/28/2014
Name Position Value % of Total
S&P500 EMINI FUT Mar14 5,146 478,770,975 50.388%
iShares Russell 2000 ETF 814,960 95,774,099 10.080%
B 0 04/03/14 50,000 49,998,052 5.262%
B 0 05/15/14 50,000 49,997,700 5.262%
B 0 05/01/14 50,000 49,997,250 5.262%
B 0 05/29/14 50,000 49,994,400 5.262%
B 0 07/24/14 50,000 49,990,300 5.261%
B 0 08/21/14 50,000 49,983,100 5.260%
B 0 09/18/14 50,000 49,980,300 5.260%
B 0 11/13/14 50,000 49,969,900 5.259%

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

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