ACIEX Rating, Research - Forward International Equity Instl

Forward International Equity Instl (aciex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 30

Threats + Weaknesses = 24

When strengths & opportunities substantially exceed threats & weaknesses an investment in the aciex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Forward International Equity Instl (ACIEX) Description: ACIEX is a mutual fund, which is an investment that owns a basket of assets. The ACIEX mutual fund was provided by Forward and this investment vehicle derives the majority of its value from equity holdings (stocks). Forwards mutual fund has a short management tenure and is in the small fund size classification. ACIEXs minimum initial investment amount is $100000 while the IRA minimum is $0. ACIEXs expense ratio is roughly 2%. The latest ACIEXs front end load was 0% and the back end load was 0%. The Forward International Equity Instl (ACIEX) mutual fund falls under the foreign large-cap mixed category. ACIEX focuses its investments in EU and Japan and ACIEX is not affiliated with a particular industry or fund sector. The Forward International Equity Instl (ACIEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ACIEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ACIEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital growth. The fund will invest at least 80% of assets, including borrowings for investment purposes, if any, in equity securities (see equity research). It may invest in companies that are in developed countries, as well as companies in countries or economies generally considered to be emerging or developing markets by the benchmark. The fund may invest in securities of any market capitalization.

Management Analysis Update

Performance Analysis Update