Forward Growth Allocation C (agggx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Forward Growth Allocation C (AGGGX) Description: AGGGX is a mutual fund, which is an investment that owns a basket of assets. The AGGGX 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. AGGGXs minimum initial investment amount is $4000 while the IRA minimum is $4000. AGGGXs expense ratio is roughly 1%. The latest AGGGXs front end load was 0% and the back end load was 1%. The Forward Growth Allocation C (AGGGX) mutual fund falls under the aggressive allocation category. AGGGX focuses its investments in USA and AGGGX is not affiliated with a particular industry or fund sector. The Forward Growth Allocation C (AGGGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AGGGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AGGGXs research report features technical analysis and long term investment potential.
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 oUnderlying 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.