Products April 19, 2010

Forward Management Introduces Fund Institutional Shares

April 19, 2010 (PLANSPONSOR.com) – Forward Management, LLC announced the launch of new share classes for some of its funds.  
Reported by

According to the San Francisco-based Forward, the company has launched Class M shares for seven funds, including the Forward Tactical Growth Fund, for use in fee-based adviser platforms and retirement accounts.


Class M shares are available for:

  • Forward Tactical Growth Fund (FTGMX)
  • Forward Emerging Markets Fund (FEMMX)
  • Forward Global Infrastructure Fund (FGIMX)
  • Forward Select Income Fund (FSIMX)
  • Forward International Small Companies Fund (FNSMX)
  • Forward Small Cap Equity Fund (FSCMX)
  • Forward Long/Short Credit Analysis Fund (FLSMX)


Class M shares offer institutional pricing with low account minimums. Financial intermediaries and group retirement plans may purchase M shares at net asset value through an omnibus account arrangement without any additional distribution fees.

The M shares were designed for asset allocation, wrap fee and other similar fee-based advisory programs sponsored by financial intermediaries, such as brokerage firms, investment advisers, financial planners, and third-party administrators.

“The introduction of M shares is a response to the changing marketplace where fee-based advisor platforms are playing an increasingly prominent role,” said J. Alan Reid, Jr., CEO of Forward Management, in the announcement.

More information about the company is at www.forwardmgmt.com.

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