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Forward Strategic Realty B (KSRBX)

On Feb 10: 17.18 USD  Up 0.02 (0.12%)  
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 FORWARD STRATEGIC REALTY FD CL Delayed quote dataEdit
Net Asset Value:17.18
Trade Time:Feb 10
Change:Up 0.02 (0.12%)
Prev Close:17.18
YTD Return*:37.81%
Net Assets*:8.40M
Yield*:6.36%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for KSRBX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:1 stars
Total Assets:8.40M
Category:Real Estate
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:37.81%
5y Avg Return:-8.90%
Rank in Category (ytd):21
% Rank in Category (ytd):7.87%
Beta (3y):1.73
Morningstar Risk Rating:High
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks total return and long-term growth of capital. The fund invests at least 80% of net assets in real estate securities, including securities issued by real estate investment trusts ("REITs"), master limited partnerships and other real estate companies. Investments in these issuers include common, convertible and preferred stock and debt securities, rights or warrants to purchase common stock, and limited partnership interests. It may invest in both U.S. and non-U.S. real estate securities. The fund is nondiversified.
Fund Profile


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