Forward Tactical Growth Fund — new fund registration

Forward Funds registered 1 new fund series on Form 485APOS, filed 2009-07-01. Featured series: Forward Tactical Growth Fund.

Registration

• Registrant / trust: Forward Funds
• CIK: 0000889188
• Form: 485APOS
• Filed: 2009-07-01
• Accession: 0001193125-09-142579
• Reported net assets: $283.0M

Series & classes (3)

Fees (from the effective prospectus)

• 12b-1 fee: 0.75%
• Gross expense ratio: 2.47%
• Management fee: 1.15%
• Other expenses: 0.51%

Investment objective

The Salient Tactical Growth Funds (the Fund) investment objective is to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the S&P 500 Index.

Advisers

• Forward Management, LLC (Advisor)
• Broadmark Asset Management LLC (Subadvisor)

Other filings by this registrant (15)

• 485APOS — 2016-02-29
• 485APOS — 2015-10-30
• 485APOS — 2015-09-04
• 485APOS — 2015-02-18
• 485APOS — 2014-02-19
• 485APOS — 2013-05-17 (10 new series)
• 485APOS — 2013-02-11
• 485APOS — 2012-08-15 (4 new series)
• 485APOS — 2012-02-29
• 485APOS — 2011-11-16 (5 new series)
• 485APOS — 2011-10-07 (5 new series)
• 485APOS — 2011-10-07 (4 new series)

More

• Registrant profile: Forward Funds
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