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    More On FVRLX


    Forester Value R (FVRLX)

    13.12 Up 0.01(0.08%) Dec 19

    Holdings as of Sep 29, 2014Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:24.43
    Stocks:74.04
    Bonds:0.00
    Other:1.53
    Top 10 Holdings (31.72% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Microsoft CorporationMSFT3.5432.61
    U.S. Bancorp Common StockUSB3.3810.87
    Kroger Company (The) Common StoKR3.3552.21
    CVS Health Corporation Common SCVS3.2927.41
    Johnson & Johnson Common StockJNJ3.2821.49
    Allstate Corporation (The) CommALL3.1926.93
    3M Company Common StockMMM2.9816.95
    Honeywell International Inc. CoHON2.919.15
    UnitedHealth Group IncorporatedUNH2.9133.94
    The Travelers Companies, Inc. CTRV2.8917.08
    Get Quotes for Top 10 Holdings
    Equity Holdings 
    AveragesFVRLXCategory Avg
    Price/Earnings15.1416.93
    Price/Book2.342.12
    Price/Sales1.041.39
    Price/Cashflow8.716.20
    Median Market Cap58.16K36.94K
    3 Year Earnings Growth13.52%16.13%
    Sector Weightings (%)  
    Sector FVRLXCategory Avg
    Basic Materials
     
    1.402.93
    Consumer Cyclical
     
    9.2713.36
    Financial Services
     
    16.4915.38
    Realestate0.003.94
    Consumer Defensive
     
    14.166.92
    Healthcare
     
    24.5013.78
    Utilities
     
    5.801.78
    Communication Services
     
    1.012.91
    Energy
     
    9.339.40
    Industrials
     
    7.9612.76
    Technology
     
    10.0816.84
    Bond Ratings (%)  
    SectorFVRLXCategory Avg
    US GOVERNMENTN/AN/A
    AAAN/AN/A
    AAN/AN/A
    AN/AN/A
    BBBN/AN/A
    BBN/AN/A
    BN/AN/A
    BELOW BN/AN/A
    OTHERN/AN/A
    Bond Holdings 
    AveragesFVRLXCategory Avg
    MaturityN/AN/A
    DurationN/AN/A
    Credit QualityN/AN/A