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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: $25.93 on 7/28/2014, Change: -0.01 (-0.04%)

 

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

Fund Manager Information

Fund Manager Tenure: 13.3 years
Similar Funds: KIFBX  KIFCX  KIFYX 
Fund Family: Forward Funds
Fund Category: Preferred Stock
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: A (Score: 0.79)     (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 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 Jun 29, 2014

  • Forward Select Income A Fund (KIFAX) management has been with Forward Select Income A Fund for 13.3 years
  • Forward Select Income A Fund (KIFAX) ratio of up-years vs down years is greater than 2
  • Asset base in Forward Select Income A Fund (KIFAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Forward Select Income A Fund (KIFAX) has an annual stock turnover rate of 50.00% vs Preferred Stock average of 53.97%. 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 Jun 29, 2014

  • Forward Select Income A Fund (KIFAX) has a Morningstar rating of 3 and below
  • Forward Select Income A Fund (KIFAX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.56 that is higher than category average of 6
  • Forward Select Income A Fund (KIFAX) has a higher expense ratio of 1.62% than its Preferred Stock average of 1.42%
  • Forward Select Income A Fund (KIFAX) carries a 5.75% load
See Forward Select Income A Fund (KIFAX) performance details as of Jun 29, 2014

 

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 A12.4611.2011.0120.22

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 Preferred (PGX)12.29%9.29%7.37%
iShares S&P U.S. Preferred Stock Index (PFF)11.15%8.81%6.66%
PowerShares Financial Preferred (PGF)10.77%8.35%7.09%
SPDR Wells Fargo Preferred Stock (PSK)13.33%7.55%5.09%
iShares S&P Intl Preferred Stock Index (IPFF)7.34%11.37%0

 

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
06/2014$1.61B
03/2014$1.53B
02/2014$1.50B
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
05/20140%37.38%5.54%2.78%
02/20140%37.12%5.15%2.63%
01/20140%36.24%5.68%2.63%
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

May 30, 2014
iShares US Real Estate [5.16%]
Stag Industrial, Inc. Common St [3.38%]
Campus Crest Communities, Inc. [2.34%]
Dupont Fabros Tech Pfd [2.29%]
Mack-Cali Realty Corporation Co [2.1%]
Taubman Centers, Inc. Common St [2.1%]
Sabra Health Care Reit Pfd [2.04%]
Chatham Lodging Trust (REIT) Co [2.03%]
Felcor Lodging Tr Pfd [1.94%]
Summit Hotel Properties, Inc. C [1.84%]

Feb 27, 2014
iShares US Real Estate [4.16%]
Stag Industrial, Inc. Common St [3.11%]
Digital Realty Trust, Inc. Comm [2.86%]
Ashford Hospitality Trust, Inc. [2.33%]
Dupont Fabros Tech Pfd [2.14%]
Cbl & Assoc Pptys Pfd [2.11%]
Felcor Lodging Tr Pfd [2.09%]
Lexington Realty Trust Common S [1.88%]
Taubman Centers, Inc. Common St [1.86%]
Sabra Health Care Reit Pfd [1.85%]

Jan 30, 2014
Stag Industrial, Inc. Common St [2.81%]
Digital Realty Trust, Inc. Comm [2.8%]
Ashford Hospitality Trust, Inc. [2.24%]
Dupont Fabros Tech Pfd [2.03%]
Felcor Lodging Tr Pfd [2.03%]
Cbl & Assoc Pptys Pfd [1.99%]
Sabra Health Care Reit Pfd [1.86%]
Lexington Realty Trust Common S [1.75%]
Chatham Lodging Trust (REIT) Co [1.74%]
Felcor Lodging Tr Cv [1.7%]
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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