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11.36

FUND

^(0.09)

0.79%

Last 1 Month(s)

11.41

11.71

Advice

Diversification Suggestion

Use Forward to protect against small markets fluctuations. The fund experiences moderate downward daily trend and can be a good diversifier

Analyze Forward Investment G Trend or Check current 30 days Forward correlation with market (S&P 500)

1 Month Beta

-0.03

Highest Price:

Lowest Price:

11.71

11.41

May 21 2013

June 12 2013

As returns on market increase, returns on owning Forward are expected to decrease at a much smaller rate. During bear market, Forward is likely to outperform the market.

Forward Investment Grade FxdInc Instl Almost negative beta

AIFIX

NASDAQ

Forward Investment Grade FxdInc Instl

Forward Funds

Intermediate-Term Bond

Benchmark S&P 500

Contact Number: 800. 999. 6809

Currency: USD - US Dollar

Traded on NASDAQ Stock Exchange

Number of Employees	1
Net Asset	37.78 M
Last Dividend Paid	0.04

AIFIX		0.79 %
Russel		1.35 %
SP 500		1.39 %
NYSE		1.53 %

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Chris Dialynas Money Manager

Fund Manager since May 18, 2008

Mr. Dialynas is a managing director in the Newport Beach office, a portfolio manager, and a member of PIMCO??s Investment Committee. He has written extensively and lectured on the topic of fixedincome investing. Mr. ...

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Forward Price and Market Media

The median price of Forward for the period between Tue, May 21, 2013 and Thu, Jun 20, 2013 is 11.52 with a coefficient of variation of 0.73. The daily time series for the period is distributed with a sample standard deviation of 0.08, arithmetic mean of 11.52, and mean deviation of 0.06. The Fund did not receive any noticable media coverage during the period.

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Forward Summary

Forward Investment Grade FxdInc Instl [AIFIX] is traded in USA and was established in June 15, 1992. The fund is listed under Intermediate-Term Bond category and is part of Forward Funds family. This fund presently has accumulated 37.78 M in assets under management (AUM) with minimum initial investment of 100 K. Forward Investment Grade FxdInc Instl is currently producing year-to-date (YTD) return of 0.31% with the current yeild of 3.04%, while the total return for the last 3 years was 10.52%.

Check Forward Probability Of Bankruptcy

Fund Instrument Allocation for Forward

The fund consists of 95.57% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.

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Past Market

Performance

Over 30

Days

Out Of

100

Chance of

Bankruptcy

Less

Than

1 %

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Forward vs. PIMCO

Correlation analysis and fundamentals comparison between Forward Investment G and PIMCO Total Return Instl

Correlation

Fundamentals

Forward Asset Under Management

Forward Investment Grade FxdInc Instl is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Intermediate-Term Bond category is currently estimated at about 2.55 Trillion. Forward adds roughly 37.78 Million in net asset claiming only tiny portion of all funds under Intermediate-Term Bond category.

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