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 Dow Down 0.02% Nasdaq Down 0.04%

Forester Value R (FVRLX)

12.76 Up 0.03(0.24%) Jul 24
Prev Close:12.73
YTD Return*:0.47%
Net Assets*:141.14M
Yield*:0.49%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for FVRLX at this time.

Top Holdings

Symbol% AssetsYTD Return %
USB3.538.45
MRK3.3818.66
UNH3.329.62
MSFT3.2013.42
CVS3.167.01

Fund Basics

Morningstar Overall Rating:
Total Assets:141.14M
Category:Long/Short Equity
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:0.47%
5y Avg Return:5.18%
Rank in Category (ytd):74
% Rank in Category (ytd):22.56%
Beta (3y):0.25
Morningstar Risk Rating:1

Fund Summary

The investment seeks maximum long-term capital growth. The fund invests in the stocks of large U.S. companies that the manager believes are undervalued and have great appreciation potential. It invests at least 65% of its net assets (at market value at the time of purchase) in the common stocks of large companies that have market capitalizations greater than $5.0 billion. The fund may emphasize sectors more or less than the S&P 500. It may also invest in stock index options. The fund may also take defensive positions when the manager believes that the overall stock market is highly valued or that market conditions warrant it. View More
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