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

Forward Tactical Growth Fund

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FTGOX:US

24.48 USD 0.11 0.45%

As of 09:29:30 ET on 10/24/2014.

Snapshot for Forward Tactical Growth Fund (FTGOX)

Year To Date: -0.39% 3-Month: -1.53% 3-Year: +4.57% 52-Week Range: 23.70 - 24.98
1-Month: -1.13% 1-Year: +2.59% 5-Year: +2.21% Beta vs SPX: 0.67

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  • FTGOX:US 24.48
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Fund Profile & Information for FTGOX

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 FTGOX

NAV (on 2014-10-24) 24.48
Assets (M) (on 2014-10-24) 903.25
Fund Leveraged N
Minimum Investment 4,000.00
Minimum Subsequent Investment 100.00

Dividends for FTGOX

No dividends reported

Fees & Expenses for FTGOX

Front Load 0.00
Back Load 1.00
Current Mgmt Fee 1.15
Redemption Fee 1.00
12b1 Fee 0.75
Expense Ratio 2.34

Top Fund Holdings for FTGOX

Filing Date: 08/31/2014
Name Position Value % of Total
S&P500 EMINI FUT Sep14 2,954 295,606,780 15.589%
SPDR S&P 500 ETF Trust 1,001,492 201,009,459 10.601%
B 0 07/23/15 100,000 99,935,900 5.270%
Powershares QQQ Trust Series 1 966,704 96,457,725 5.087%
iShares MSCI Emerging Markets 2,097,849 94,529,076 4.985%
B 0 01/08/15 50,000 49,997,350 2.637%
B 0 02/05/15 50,000 49,992,700 2.636%
B 0 03/05/15 50,000 49,989,150 2.636%
B 0 04/30/15 50,000 49,985,400 2.636%
B 0 06/25/15 50,000 49,980,450 2.636%

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

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