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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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FTGOX:US

24.88 USD 0.13 0.53%

As of 09:29:30 ET on 03/02/2015.

Snapshot for Forward Tactical Growth Fund (FTGOX)

Year To Date: +1.02% 3-Month: -1.48% 3-Year: +4.95% 52-Week Range: 23.67 - 25.34
1-Month: +3.62% 1-Year: +3.08% 5-Year: +3.08% Beta vs SPX: 0.71

Mutual Fund Chart for FTGOX

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  • FTGOX:US 24.88
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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 2015-03-02) 24.88
Assets (M) (on 2015-03-02) 795.21
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: 12/31/2014
Name Position Value % of Total
SPDR S&P 500 ETF Trust 3,191,485 655,850,168 99.567%

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

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