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  • Fund Type: Open-End Fund
  • Objective: Long Short
  • Asset Class: Alternative
  • Geographic Focus: U.S.

Forward Tactical Growth Fund

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FTGWX:US

25.79 USD 0.10 0.39%

As of 18:25:00 ET on 03/31/2015.

Snapshot for Forward Tactical Growth Fund (FTGWX)

Year To Date: -0.58% 3-Month: -1.15% 3-Year: +4.82% 52-Week Range: 24.85 - 26.77
1-Month: -1.22% 1-Year: +2.87% 5-Year: +3.14% Beta vs SPX: 0.72

Mutual Fund Chart for FTGWX

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  • FTGWX:US 25.79
  • 1M
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Fund Profile & Information for FTGWX

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 FTGWX

NAV (on 2015-03-31) 25.79
Assets (M) (on 2015-03-30) 760.17
Fund Leveraged N
Minimum Investment 100,000.00
Minimum Subsequent Investment 0.00

Dividends for FTGWX

Dividend Type Long Term Cap Gain
Dividend Frequency Irreg
Last Dividend Net (on 2014-12-08) 0.29
Dividend Yield (ttm) 4.40

Fees & Expenses for FTGWX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.15
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 1.39

Top Fund Holdings for FTGWX

Filing Date: 01/31/2015
Name Position Value % of Total
SPDR S&P 500 ETF Trust 1,590,147 317,186,622 66.689%
Powershares QQQ Trust Series 1 1,567,071 158,430,878 33.311%

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

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