KGIAX Rating, Research - Forward Global Infrastructure A

Forward Global Infrastructure A (kgiax)

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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 = 21

Threats + Weaknesses = 12

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

Fund Management Team

Fund Description Update

Forward Global Infrastructure A (KGIAX) Description: KGIAX is a mutual fund, which is an investment that owns a basket of assets. The KGIAX 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. KGIAXs minimum initial investment amount is $4000 while the IRA minimum is $4000. KGIAXs expense ratio is roughly 1%. The latest KGIAXs front end load was 6% and the back end load was 0%. The Forward Global Infrastructure A (KGIAX) mutual fund falls under the world stock category. KGIAX focuses its investments in EU and USA and KGIAX is not affiliated with a particular industry or fund sector. The Forward Global Infrastructure A (KGIAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find KGIAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of KGIAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities (see equity research) of established companies selected from more than 40 industries and from more than 40 developed and emerging market countries, including the United States. It normally invests significantly (at least 40%—unless market conditions are not deemed favorable by the Adviser) in securities of non-U.S. companies. The fund normally invests in companies in at least three countries.

Management Analysis Update

Performance Analysis Update