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

Forward Tactical Growth Fund

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FTGMX:US

26.01 USD 0.08 0.31%

As of 19:59:59 ET on 07/29/2014.

Snapshot for Forward Tactical Growth Fund (FTGMX)

Year To Date: +1.09% 3-Month: +2.25% 3-Year: +5.61% 52-Week Range: 23.78 - 26.16
1-Month: +0.19% 1-Year: +8.02% 5-Year: - Beta vs SPX: 0.69

Mutual Fund Chart for FTGMX

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  • FTGMX:US 26.01
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Fund Profile & Information for FTGMX

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: 02-02-2010 Telephone: 1-800-999-6809
Managers: CHRISTOPHER J GUPTILL "CHRIS"
Web Site: www.forwardfunds.com

Fundamentals for FTGMX

NAV (on 2014-07-29) 26.01
Assets (M) (on 2014-07-29) 947.91
Fund Leveraged N
Minimum Investment 0.00
Minimum Subsequent Investment 0.00

Dividends for FTGMX

Dividend Type Short Term Cap Gain
Dividend Frequency Irreg
Last Dividend Net (on 2014-06-25) 0.55
Dividend Yield (ttm) 13.74

Fees & Expenses for FTGMX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.15
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 1.43

Top Fund Holdings for FTGMX

Filing Date: 05/31/2014
Name Position Value % of Total
S&P500 EMINI FUT Jun14 4,138 397,041,100 20.787%
B 0 08/21/14 50,000 49,996,950 2.618%
B 0 09/18/14 50,000 49,995,500 2.618%
B 0 07/24/14 50,000 49,994,074 2.617%
B 0 11/13/14 50,000 49,989,200 2.617%
B 0 01/08/15 50,000 49,988,550 2.617%
B 0 02/05/15 50,000 49,981,900 2.617%
B 0 03/05/15 50,000 49,974,100 2.616%
B 0 04/30/15 50,000 49,965,400 2.616%
B 0 06/26/14 37,500 37,498,451 1.963%

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

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