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Forward Funds

Investing in Forward Funds

  Whether saving for retirement, a child's future education needs or simply to make an investment, Forward Funds has a variety of accounts to meet your needs and applying is easy.  
   
actively managed niche asset classes domestic and foreign
 
3 Steps and You're Moving Forward
Opening your Forward Funds account is as easy as 1-2-3. Follow the instructions below and be sure to read the prospectus carefully before investing.

Forward Funds requires a minimum initial investment of $4,000 for regular accounts and $2,000 for education savings accounts. Automatic Investment Plan accounts can be opened with an initial investment of $500 and an automatic monthly contribution of $50 or more. Or enroll in eDelivery and open a new account for $2,000.
 
 

Read the Prospectus

You should consider the investment objective, risks, charges and expenses of the Forward Funds carefully before investing.
 
 

Prospectuses

Forward Funds - Investor and Institutional Classes
Forward Funds - Class A and C Shares
Forward Funds - Sierra Club Stock Fund
 

Statement of Additional Information

Statement of Additional InformationForward Funds Statement of Additional Information
 

2008 Semi-Annual Report

Forward FundsForward Funds Annual Report
Forward Small Cap Equity FundForward Funds Annual Report
Forward Mini Cap FundForward Funds Annual Report
Sierra Club Stock FundForward Funds Annual Report
 

2007 Annual Report

Forward FundsForward Funds Annual Report
Forward Small Cap Equity FundForward Funds Annual Report
Forward Mini Cap FundForward Funds Annual Report
Sierra Club Stock Fund Forward Funds Annual Report
 

Download an Account Application

 
 
Includes eDelivery and Automatic Investment Plan Options.
    
Includes Transfer of Assets/Direct Rollover Form and Disclosure.
    
Includes Transfer of Assets /Direct Rollover Form and Disclosure.
    
Includes Adoption Agreement, Transfer of Assets, Conversion/Transfer Forms and Disclosure.
    
Includes Transfer of Assets Form and Disclosure.
     
For both new and existing accounts.
     
     
     
 
 

Complete and Mail Your Application

Remember to include your initial investment and an addition voided check if applying for automatic monthly contributions. Send your completed applications and initial investment to:
Standard Mail   Overnight Delivery
Forward Funds
P.O. Box 1345
Denver, CO 80201
  Forward Funds
1290 Broadway, Suite 1100
Denver, CO 80203
(800) 999-6809
 
 

eDelivery allows our investors to receive statements and other important Forward Funds information via e-mail.

Select this option on your account application and simplify your recordkeeping.

 
 
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If you would prefer to receive any of the Forward Funds documents by mail, or have additional questions, simply contact our Fund representatives. Click here or call us at (800) 999-6809.
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