AGALX Rating, Research - Forward Growth Allocation Investor

Forward Growth Allocation Investor (agalx)

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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 = 0

Threats + Weaknesses = 0

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

Fund Management Team

Fund Description Update

Forward Growth Allocation Investor (AGALX) Description: AGALX is a mutual fund, which is an investment that owns a basket of assets. The AGALX 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 medium management tenure and is in the small fund size classification. AGALXs minimum initial investment amount is $4000 while the IRA minimum is $4000. AGALXs expense ratio is roughly 1%. The latest AGALXs front end load was 0% and the back end load was 0%. The Forward Growth Allocation Investor (AGALX) mutual fund falls under the aggressive allocation category. AGALX focuses its investments in USA and AGALX is not affiliated with a particular industry or fund sector. The Forward Growth Allocation Investor (AGALX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AGALXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AGALXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high potential capital appreciation. The fund generally invests in a combination of other Forward funds (Underlying funds), including the following types of Underlying funds U.S. equity, frontier and emerging market, international equity, U.S. fixed-income, international fixed-income, and money market. It uses an asset allocation strategy designed to provide capital appreciation and some current income to investors with a high risk tolerance and an investment time horizon of 10 years or more.

Management Analysis Update

Performance Analysis Update