Forward Select Income Institutional
for period ending June 30, 2020
This portfolio is provided by Forward Funds.
KIFYX is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "KIFYX" at
FolioInvesting.com or your favorite brokerage. See
How to Invest (below) for more details on how buy this portfolio.
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Risk vs. return for KIFYX: The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
For more metrics (
Total Return,
Risk and Volatility,
Correlation) scroll down on this page. The Summary Page compares all portfolios.
Maximum Drawdown vs. Annual Return
●KIFYX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
Description Forward Select Income Institutional gives investors access to a multi-strategy, income portfolio that uses a blended approach. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.
Category Tactical: Managed
Ingredients used This portfolio invests in equities and fixed income securities using a blended approach.
Peer Group Tactical: Managed. See
How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is a mutual fund and its holdings are determined by the fund's manager, Forward Funds. The investment seeks high current income and potential for modest long-term growth of capital. The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in income-producing securities. It invests primarily in securities of companies in the real estate industry, such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms. The fund may invest a significant portion of its assets in preferred stock. It may invest in securities of companies having any capitalization and of any credit quality, and may invest in debt securities of any maturity. The fund is non-diversified. You may consult www.forwardinvesting.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is a mutual fund, you can purchase this directly through your broker using the ticker KIFYX. A flat-rate broker like FolioInvesting.com can minimize your brokerage fees. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this portfolio by buying the ticker symbol "KIFYX" at
FolioInvesting.com or your favorite brokerage.
You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
for period ending June 30, 2020
Downside Deviation vs. Annual Return
●KIFYX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●KIFYX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
for period ending June 30, 2020
5-year graph ●KIFYX●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending June 30, 2020
for period ending June 30, 2020
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.90 | 0.75 | 0.73 | 0.68 | 0.63 | |
| to S&P500 (SPY) | 0.88 | 0.74 | 0.73 | 0.69 | 0.66 | 0.67 |
| to U.S. Bonds (BND) | 0.57 | 0.42 | 0.36 | 0.38 | 0.33 | 0.31 |
| to Commodities (DBC) | 0.68 | 0.60 | 0.49 | 0.39 | 0.39 | 0.39 |
| to Gold (GLD) | 0.35 | 0.14 | 0.07 | 0.07 | 0.07 | 0.08 |
