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Forward Funds

Forward Large Cap Equity Fund

Class A
Fund Management
Updated as of:
June 30, 2008
 
 
 
 
 
Piedmont Investment Advisors, LLC
Independent investment advisor
Founded in 2000
Team of senior investment professionals
Manage equity and fixed-income strategies
Robust investment process that combines rigorous fundamental research combined with quantitative research
Strategy reduces volatility and enhances risk-adjusted returns
 
  Portfolio Manager
Isaac H. Green, CFA*
President and CEO, Chief Investment Officer
 
Founded Piedmont Investment Advisors in 2000
Previously, a managing partner at a Top 20 institutional money management firm
21+ years of industry experience
BA in economics and history from Duke University, MBA from Columbia University
 
  *Isaac H. Green has earned the right to use the Chartered Financial Analyst designation.
  Class: A
Change to: Institutional
   
PDF Fund Fact Sheet
Overview
Category: Domestic Large Capitalization
Ticker Symbol: FFLAX
CUSIP: 349913749
Benchmark: S&P 500 Index
Inception: October 31, 2006
Net Assets: $11.4 Million
Load Fee: 5.75%
Dealer Concession:
5.00%1
Trail: 0.25%2
Gross Expense Ratio: 2.11%
Net Expense Ratio: 1.49%3
Minimum Investment
Initial: $4,000
Initial–eDelivery: $2,000
Initial–Automatic Investment Plan:
$500
The Forward Large Cap Equity Fund is not registered for sale in all states. Click here for blue sky information on the fund.
Statistics
Price/Book:* 5.28
Forward P/E:* 13.60
EPS Growth Rate:* 27%
Long-Term Debt-to-Equity:* 109%
Weighted Avg. Market Capitalization:* $88.4 Billion
Average Capitalization:* $88.4 Billion
Number of Holdings: 42
Annualized Turnover: 83.64%

1Maximum concession allowed - see prospectus for more details.

2Additional maximum of 0.20% may be allowable under the Shareholder Services Plan.

3The Fund’s investment advisor has contractually agreed to waive a portion of its fees and reimburse other expenses until April 30, 2009, in amounts necessary to limit the Fund’s operating expenses (exclusive of brokerage costs, interest, taxes, dividends and extraordinary expenses) for Class A shares to an annual rate (as a percentage of the Fund’s average daily net assets) of 1.49%.

* Data refers to the Fund's holdings and not to the Fund itself.

Price/Book Ratio and Price/Earnings represent equity securities within the Fund’s portfolio, and are not intended to demonstrate Fund growth income earned by the Fund, or distributions made by the Fund.

EPS Growth Rate represents the Fund’s annual percentage growth rate of earnings per share for the trailing 5-year period.
 
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Forward Funds are distributed by ALPS Distributors, Inc.
© 2008 Forward Management, LLC. All rights reserved.