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

Mutual Fund Insights: Forward International Small Co Instl Fund (PTSCX)

In-depth Analysis of Forward International Small Co Instl Fund (PTSCX)

Mutual fund chart: Forward International Small Co Instl Fund (PTSCX)

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See Forward International Small Co Instl Fund (PTSCX) performance details as of February 28, 2010

  

    Last Trade: $12.52 on 3/19/2010, Change: -0.05 (-0.4%)

  

Fund Manager - Oliver Uckunkaya Knobloch

Fund Manager Tenure: 3.5 years
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
Oliver Uckunkaya Knobloch joined Pictet & Cie in 1993 and PAM in 2002. Oliver Uckunkaya Knobloch has served in his current position as Senior Investment Manager, Specialist Equities in the Small Capitalization Equities Team since Sep. 2006. From Sep. 2002 through Sep. 2006, Oliver Uckunkaya Knobloch served as Senior Investment Manager in PAMs Sector Teams. From Jan. 2002 through Sep. 2002, Oliver Uckunkaya Knobloch served as an Analyst and Fund Manager - Technology Specialist, Private Banking.  Get more insights on Oliver Uckunkaya Knobloch

  

What we like about Forward International Small Co Instl Fund (PTSCX) What we like about Forward International Small Co Instl Fund (PTSCX)

Data for Forward International Small Co Instl Fund (PTSCX) as of February 28, 2010

  • Forward International Small Co Instl Fund (PTSCX) management has been with Forward International Small Co Instl Fund for 3.5 years
  • Forward International Small Co Instl Fund (PTSCX) ratio of up-years vs down years is greater than 2
  • Forward International Small Co Instl Fund (PTSCX) has an annual stock turnover rate of 95.00% vs Foreign Small/Mid Growth average of 110.50%. It is good that Forward International Small Co Instl management does not trade extensively for its return.
  • Forward International Small Co Instl Fund (PTSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 25.33, lower than category average of 27.91
  • Forward International Small Co Instl Fund (PTSCX) has a lower management fee than its Foreign Small/Mid Growth average: 1.23% vs 1.64%
  • Forward International Small Co Instl Fund (PTSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Forward International Small Co Instl Fund (PTSCX) What we are cautious about Forward International Small Co Instl Fund (PTSCX)

Data for Forward International Small Co Instl Fund (PTSCX) as of February 28, 2010

  • Forward International Small Co Instl Fund (PTSCX) has a less-than-ideal short-term performance (1-year return 50.20% vs 67.13 % Foreign Small/Mid Growth category average)
  • Forward International Small Co Instl Fund (PTSCX) has a less-than-ideal mid-term performance (3-year return -11.74% vs -7.91 % Foreign Small/Mid Growth category average)
  • Forward International Small Co Instl Fund (PTSCX) has a less-than-ideal Long-term performance (5-year return 1.51% vs 4.25 % Foreign Small/Mid Growth category average)
  • Forward International Small Co Instl Fund (PTSCX) has a Morningstar rating of 3 and below
  • Forward International Small Co Instl Fund (PTSCX) is less safe compared to its Foreign Small/Mid Growth peers
  • Forward International Small Co Instl Fund (PTSCX) does not have a good risk adjusted return as its 3-year Alpha of -3.4 is worse than category average of 2.04, and its 3-year Sharpe ratio is -0.43
See Forward International Small Co Instl Fund (PTSCX) performance details as of February 28, 2010

  

  

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Forward International Small Co Instl Fund (PTSCX) Net Asset

Track net asset change of Forward International Small Co Instl fund (PTSCX)

DateNet Asset
02/2010$512.28M
01/2010$417.45M
11/2009$417.04M
More historic net asset information on Forward International Small Co Instl Fund (PTSCX)

  

Forward International Small Co Instl Fund (PTSCX) Portfolio Allocation

Track portfolio allocation change of Forward International Small Co Instl fund (PTSCX)

DateCashStockBondOther
11/20090.02%99.78%0%0.2%
10/20090.02%99.4%0%0.58%
08/20090%99.63%0%0.37%
Click here to see more historic asset allocation information on Forward International Small Co Instl Fund (PTSCX)

  

Most Recent Top 10 Holdings in Forward International Small Co Instl Fund (PTSCX)

Discover what Forward International Small Co Instl Fund (PTSCX) manager is buying

30-Nov-09
Clariant AG, Muttenz [1.37%]
PUTNAM MUNI TRUST [1.18%]
Sundrug Co Ltd [1.11%]
Helvetia Holding AG [1.1%]
JSR Corp. [1.09%]
Fairfax Media [1.09%]
Partners Group Holding [1.08%]
Pfeiffer Vacuum Technology AG [1.03%]
[1.02%]
First Tractor Co Ltd. [1.02%]

31-Oct-09
PUTNAM MUNI TRUST [1.26%]
Clariant AG, Muttenz [1.23%]
Jsr [1.17%]
Oriflame Cosmetics SA [1.14%]
Helvetia Holding AG [1.13%]
TrygVesta [1.1%]
Partners Group Holding [1.06%]
Fairfax Media [1.03%]
MEGGITT ORD [1.01%]
GRUPO SIMEC SAB ADS [0.98%]

31-Aug-09
PUTNAM MUNI TRUST [1.52%]
[1.32%]
Clariant [1.29%]
Helvetia Holding AG [1.22%]
JSR CORPORATION [1.21%]
SUPREME INDS CL A [1.2%]
EAGLE CAP GROWTH FD [1.17%]
MEGGITT ORD [1.15%]
CARILLION ORD [1.13%]
TrygVesta [1.11%]
Click here for Stock Holding Change Map in Forward International Small Co Instl Fund (PTSCX)

  

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