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Forward Select Income A (KIFAX)

On Feb 9: 20.48 USD  Up 0.04 (0.20%)  
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FORWARD SELECT INCOME FUND CL A Delayed quote dataEdit
Net Asset Value: 20.48
Trade Time: Feb 9
Change: Up 0.04 (0.20%)
Prev Close: 20.48
YTD Return*: 2.09%
Net Assets*: 460.60M
Yield*: 10.55%
* As of 31-Jan-10
Forward Select Income A (KIFAX)
3m  6m  1y  2y  5y  max 
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HEADLINES
Fund Managers Eyeing Modest Real Estate Gains
Investor's Business Daily (Thu, Jan 28)
[video] A Safer Way to Play Real Estate
at TheStreet.com (Sat, Oct 10)
[video] Stock Wrap: The Real Story, October 2
at TheStreet.com (Fri, Oct 2)
More Headlines for KIFAX...

31-Jan-10
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 460.60M
Category: Real Estate
Total Expense Ratio: 1.63%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: 2.09%
5y Avg Return: -1.68%
Rank in Category (ytd): 2
% Rank in Category (ytd): 0.72%
Beta (3y): 1.27
Morningstar Risk Rating: Low
Performance Details - Risk Details

FUND SUMMARY
The investment seeks high current income and long-term growth of capital. The fund invests primarily 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 preferred stock, convertible preferred stock, debt securities, and other senior securities. It may also invest in common stock, rights or warrants to purchase securities, and limited partnership interests. It is nondiversified.
Fund Profile


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