PISRX Rating, Research - Forward International Small Co Inv

Forward International Small Co Inv (pisrx)

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

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

Fund Management Team

Fund Description Update

Forward International Small Co Inv (PISRX) Description: PISRX is a mutual fund, which is an investment that owns a basket of assets. The PISRX 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 long management tenure and is in the small fund size classification. PISRXs minimum initial investment amount is $4000 while the IRA minimum is $4000. PISRXs expense ratio is roughly 2%. The latest PISRXs front end load was 0% and the back end load was 0%. The Forward International Small Co Inv (PISRX) mutual fund falls under the foreign small/mid growth category. PISRX focuses its investments in EU and Japan and PISRX is not affiliated with a particular industry or fund sector. The Forward International Small Co Inv (PISRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PISRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PISRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests at least 80% of net assets plus borrowings, if any, in equity securities (see equity research) of companies with small market capitalizations located outside the United States. It invests up to 20% of assets in medium- and large-capitalization companies. The fund normally invests its assets among countries throughout the world including countries considered to be emerging market countries.


Management Analysis Update


Performance Analysis Update