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Fund Intelligence | Best Managers | FFSCX Insights | FFSCX Score | FFSCX Performance | FFSCX Manager | FFSCX News | FFSCX Allocation | FFSCX Holdings Change

Mutual Fund Insights: Forward Small Cap Equity Fund (FFSCX)

In-depth Analysis of Forward Small Cap Equity Fund (FFSCX)

Mutual fund chart: Forward Small Cap Equity Fund (FFSCX)

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See Forward Small Cap Equity Fund (FFSCX) performance details as of January 31, 2010

  

    Last Trade: $14.92 on 3/10/2010, Change: +0.07 (0.47%)
Experiment our closing price forecasting tool for Forward Small Cap Equity Fund (FFSCX) (alpha release)

  

Fund Manager - Irene Hoover

Fund Manager Tenure: 11.4 years
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
Hoover is the managing member of Hoover and has over 29 years of investment management experience. She has managed the Forward Hoover Small Cap Equity Fund since October 1998 and the Forward Hoover Mini-Cap Fund since January 2003. From 1991-1997, Hoover was Director of Research and a member of the three-person investment committee at Jurika & Voyles, Inc., an investment management firm in Oakland, California. Hoover holds the Chartered Financial Analyst designation.  Get more insights on Irene Hoover

  

What we like about Forward Small Cap Equity Fund (FFSCX) What we like about Forward Small Cap Equity Fund (FFSCX)

Data for Forward Small Cap Equity Fund (FFSCX) as of January 31, 2010

  • Forward Small Cap Equity Fund (FFSCX) management has been with Forward Small Cap Equity Fund for 11.4 years
  • Forward Small Cap Equity Fund (FFSCX) ratio of up-years vs down years is greater than 2
  • Forward Small Cap Equity Fund (FFSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.96, lower than category average of 24.84

  

What we are cautious about Forward Small Cap Equity Fund (FFSCX) What we are cautious about Forward Small Cap Equity Fund (FFSCX)

Data for Forward Small Cap Equity Fund (FFSCX) as of January 31, 2010

  • Forward Small Cap Equity Fund (FFSCX) has a less-than-ideal short-term performance (1-year return 24.86% vs 39.62% Small Growth category average)
  • Forward Small Cap Equity Fund (FFSCX) has a less-than-ideal mid-term performance (3-year return -10.09% vs -6.96% Small Growth category average)
  • Forward Small Cap Equity Fund (FFSCX) has a less-than-ideal Long-term performance (5-year return -1.33% vs 0.25% Small Growth category average)
  • Forward Small Cap Equity Fund (FFSCX) has a Morningstar rating of 3 and below
  • Forward Small Cap Equity Fund (FFSCX) is less safe compared to its Small Growth peers
  • Forward Small Cap Equity Fund (FFSCX) does not have a good risk adjusted return as its 3-year Alpha of -2.57 is worse than category average of 2.43, and its 3-year Sharpe ratio is -0.46
  • Forward Small Cap Equity Fund (FFSCX) has a higher management fee of 1.65% than its Small Growth average of 1.60%
  • Even though Forward Small Cap Equity Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Forward Small Cap Equity Fund (FFSCX) performance details as of January 31, 2010

  

  

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Forward Small Cap Equity Fund (FFSCX) Net Asset

Track net asset change of Forward Small Cap Equity fund (FFSCX)

DateNet Asset
01/2010$180.05M
11/2009$187.07M
10/2009$194.68M
More historic net asset information on Forward Small Cap Equity Fund (FFSCX)

  

Forward Small Cap Equity Fund (FFSCX) Portfolio Allocation

Track portfolio allocation change of Forward Small Cap Equity fund (FFSCX)

DateCashStockBondOther
11/20090%100%0%0%
10/20090%100%0%0%
08/20090%100%0%0%
Click here to see more historic asset allocation information on Forward Small Cap Equity Fund (FFSCX)

  

Most Recent Top 10 Holdings in Forward Small Cap Equity Fund (FFSCX)

Discover what Forward Small Cap Equity Fund (FFSCX) manager is buying

30-Nov-09
WADDELL&REED FIN INC [1.63%]
SXC Health Solutions Corp. [1.59%]
Blue Coat Systems Inc [1.55%]
JONES LANG LASALLE [1.53%]
J CREW GROUP INC. [1.44%]
ALEXANDRIA RL EST EQ [1.39%]
Sykes Enterprises, Incorporated [1.35%]
HMS Holdings Corp [1.28%]
Catalyst Health Solutions, Inc [1.28%]
INVERNESS MED INNOVA [1.28%]

31-Oct-09
Rovi Corporation [1.76%]
SXC Health Solutions Corp. [1.58%]
AFFILIATED MGRS GRP [1.51%]
JONES LANG LASALLE [1.5%]
COMMSCOPE INC [1.47%]
WADDELL&REED FIN INC [1.46%]
Ciena Corporation [1.29%]
Sykes Enterprises, Incorporated [1.27%]
Blue Coat Systems Inc [1.26%]
COMPELLENT TECH INC [1.23%]

31-Aug-09
JONES LANG LASALLE [1.77%]
Whole Foods Market, Inc. [1.65%]
AFFILIATED MGRS GRP [1.6%]
Rovi Corporation [1.52%]
Urban Outfitters, Inc. [1.52%]
WADDELL&REED FIN INC [1.5%]
SXC Health Solutions Corp. [1.45%]
COMMSCOPE INC [1.39%]
Neutral Tandem, Inc. [1.25%]
J CREW GROUP INC. [1.21%]
Click here for Stock Holding Change Map in Forward Small Cap Equity Fund (FFSCX)

  

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Latest News on Forward Small Cap Equity (FFSCX)

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