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    Forester Value N (FVALX)

    12.09 Up 0.11(0.92%) Feb 12
    Prev Close:11.98
    YTD Return*:1.01%
    Net Assets*:96.82M
    Yield*:0.38%

    * As of 31-Jan-16

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

    Headlines

    ยป More Headlines for FVALX

    Top Holdings

    Symbol% AssetsYTD Return %
    UNH3.50N/A
    CAG3.21N/A
    PFE3.14N/A
    KR2.99N/A
    USB2.94N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:96.82M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:1.01%
    5y Avg Return:0.34%
    Rank in Category (ytd):5
    % Rank in Category (ytd):0.99%
    Beta (3y):0.14
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks maximum long-term capital growth. The fund invests in the stocks of large U.S. companies 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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