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Forward Select Income A (KIFAX) Fund Ranking and Research

Ranking, Research and Recommendation of Forward Select Income A (KIFAX) Fund

    Last Trade: $24.90 on 9/26/2016, Change: -0.02 (-0.08%)

 

Graph of Forward Select Income A Fund (KIFAX) ManagerFund Manager - Joel S. Beam

Fund Manager Information

Fund Manager Tenure: 15.5 years
Similar Funds: KIFBX  KIFCX  KIFYX 
Fund Family: Forward Funds
Fund Category: Preferred Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Beam is a portfolio manager responsible for securities investment decisions on behalf of Kensington's portfolios and is the principal responsible for managing the research and trading group. He joined Kensington in 1995 as a senior analyst and began managing portfolios in 1997. He was previously employed by Liquidity Financial Advisors, Inc.  Get more insights on Joel S. Beam

 

Graph of Forward Select Income A Fund (KIFAX) ProfileForward Select Income A Fund (KIFAX) Profile

Fund Profile and Description

Forward Select Income A Fund seeks high current income and long-term growth of capital. Forward Select Income A Fund invests at least 80% of 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. Forward Select Income A Fund is non-diversified.

 

Forward Select Income A (KIFAX) Fund Strength What we like about Forward Select Income A (KIFAX) Fund

Data for Forward Select Income A Fund (KIFAX) as of May 30, 2016

  • Forward Select Income A Fund (KIFAX) management has been with Forward Select Income A Fund for 15.5 years
  • Forward Select Income A Fund (KIFAX) has good mid-term performance (3-year return 5.55% vs 4.99% Preferred Stock category median performance)
  • Forward Select Income A Fund (KIFAX) has good Long-term performance (5-year return 8.14% vs 6.81% Preferred Stock category median performance)
  • Forward Select Income A Fund (KIFAX) ratio of up-years vs down years is greater than 2
  • Forward Select Income A Fund (KIFAX) has an annual stock turnover rate of 39.00% vs Preferred Stock average of 68.00%. It is good that Forward Select Income A management does not trade extensively for its return.

Forward Select Income A Fund (KIFAX) Weakness What we are cautious about Forward Select Income A (KIFAX) Fund

Data for Forward Select Income A Fund (KIFAX) as of May 30, 2016

  • Forward Select Income A Fund (KIFAX) has a less-than-ideal short-term performance (1-year return 2.74% vs 3.44% Preferred Stock category median performance)
  • Forward Select Income A Fund (KIFAX) has a Morningstar rating of 3 and below
  • Forward Select Income A Fund (KIFAX) is less safe compared to its Preferred Stock peers
  • Forward Select Income A Fund (KIFAX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.13 that is higher than category average of 4.54
  • Forward Select Income A Fund (KIFAX) has a higher expense ratio of 1.68% than its Preferred Stock average of 1.36%
  • Forward Select Income A Fund (KIFAX) carries a 5.75% load
See Forward Select Income A Fund (KIFAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Forward Select Income A Fund (KIFAX)Compare with other top Preferred Stock category mutual funds

Aadditional top Preferred Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Forward Select Income A5.522.745.558.14
Cohen & Steers Preferred Sec & Inc A (CPXAX)2.674.775.888.02Compare

See top fund managers for Preferred Stock Category Funds

 

Compare Forward Select Income A Fund (KIFAX)Compare with Preferred Stock category ETFs

Some Preferred Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Financial Preferred ETF (PGF)3.41%9.45%7.36%
PowerShares Preferred ETF (PGX)3.58%8.83%7.30%
iShares US Preferred Stock (PFF)3.92%5.59%5.78%
SPDR Wells Fargo Preferred Stock ETF (PSK)000
iShares International Preferred Stock (IPFF)4.20%-16.87%-9.30%

 

Graph of Forward Select Income A Fund (KIFAX) Net Asset TrackingForward Select Income A (KIFAX) Fund Net Asset

Track net asset change of Forward Select Income A fund (KIFAX)

DateNet Asset
05/2016$1.07B
03/2016$1.07B
02/2016$1.03B
More historic net asset information on Forward Select Income A Fund (KIFAX)

  

Graph of Forward Select Income A Fund (KIFAX) Portfolio TrackingForward Select Income A (KIFAX) Fund Portfolio Allocation

Track portfolio allocation change of Forward Select Income A fund (KIFAX)

DateCashStockBondOther
04/20160.46%32.94%5.51%0%
02/20160%30.91%4.43%0%
01/20160%31.67%4%0%
Click here to see more historic asset allocation information on Forward Select Income A Fund (KIFAX)

 

graph of Forward Select Income A Fund (KIFAX) Top 10 Position TrackingTop 10 Holdings in Forward Select Income A (KIFAX) Fund

Discover what Forward Select Income A Fund (KIFAX) manager is buying

Apr 29, 2016
iShares US Real Estate [7.26%]
Ashford Hosptlty Prime Pfd Cv 144A [4.64%]
Sabra Healthcare REIT, Inc. [4.49%]
Chatham Lodging Trust (REIT) Co [3.73%]
Stag Industrial, Inc. Common St [3.48%]
Dupont Fabros Tech Pfd [3.22%]
American Homes 4 Rent Common Sh [3.17%]
Franklin Street Properties Corp [2.56%]
Felcor Lodging Tr Cv [2.38%]
Select Income REIT Common Share [2.19%]

Feb 28, 2016
iShares US Real Estate [6.97%]
Sabra Healthcare REIT, Inc. [4.37%]
Ashford Hosptlty Prime Pfd Cv 144A [4.34%]
Chatham Lodging Trust (REIT) Co [3.62%]
Dupont Fabros Tech Pfd [3.45%]
Stag Industrial, Inc. Common St [3.15%]
Franklin Street Properties Corp [2.83%]
National Storage Affiliates Tru [2.73%]
Felcor Lodging Tr Cv [2.45%]
MedEquities Realty Trust Inc [2.27%]

Jan 30, 2016
iShares US Real Estate [6.58%]
Ashford Hosptlty Prime Pfd Cv 144A [4.42%]
Sabra Healthcare REIT, Inc. [3.78%]
Dupont Fabros Tech Pfd [3.2%]
Chatham Lodging Trust (REIT) Co [3.19%]
Franklin Street Properties Corp [3.07%]
Stag Industrial, Inc. Common St [2.85%]
National Storage Affiliates Tru [2.82%]
Felcor Lodging Tr Cv [2.32%]
MedEquities Realty Trust Inc [2.27%]
Click here for Stock Holding Change Map in Forward Select Income A Fund (KIFAX)

  

Latest News on Forward Select Income A (KIFAX) Fund

See what is happening with Forward Select Income A Fund (KIFAX)

 

Forward Select Income A Fund (KIFAX) Related ResourcesSee more information on Forward Select Income A (KIFAX) Fund

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