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 Dow Up 0.47% Nasdaq Up 0.63%

Forester Discovery (INTLX)

14.74 Up 0.03(0.20%) Jul 9
Prev Close:14.71
YTD Return*:4.03%
Net Assets*:7.87M
Yield*:0.44%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for INTLX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TEVA3.3435.11
SNY.PA3.212.91
SIEGY.DE3.19-2.48
UL.L3.0612.58
DEO.L2.99-0.59

Fund Basics

Morningstar Overall Rating:
Total Assets:7.87M
Category:Foreign Large Blend
Annual Report Expense Ratio (net):1.35%

Performance & Risk

YTD Return:4.03%
5y Avg Return:5.34%
Rank in Category (ytd):46
% Rank in Category (ytd):5.76%
Beta (3y):0.39
Morningstar Risk Rating:1

Fund Summary

The investment seeks maximum long-term capital growth. The fund generally invests at least 65% of its net assets in the common stocks of non-U.S. companies. These companies may operate in developed countries, such as the Western European countries, Japan and Canada, as well as in firms based in emerging markets, typically in the Far East, Latin America and Eastern Europe. It generally purchases a stock only at a price Forester Capital deems significantly below the intrinsic value of the company - Forester Capital's estimate of the amount a buyer would pay to own the entire company. The fund uses a value approach to investing. View More
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