The investment seeks high potential capital appreciation. The fund is a "fund of funds" that primarily invests in a combination of other Forward Funds ("underlying funds"), including the following types of underlying funds: U.S. equity, frontier and emerging market, international equity, U.S. fixed-income, international fixed-income, and money market. The fund's advisor uses an asset allocation strategy designed to provide capital appreciation and some current income to investors with a high risk tolerance and an investment time horizon of 10 years or more.
Fund filings (PDF) »
Nathan Rowader (Started: Feb 28, 2007)
Paul Broughton (Started: Feb 1, 2011)
David Janec (Started: Jan 6, 2014)
Jim O'Donnell (Started: Sep 1, 2008)
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