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Forester Value Fd: (MF: FVALX)
(MF) As of Sep 19, 2014 06:05 PM ET
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Zacks MF Rank : 5 - Strong Sell
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Aug 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 8/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 8/31/2014
% of Portfolio
Top Equity Holdings
(As of 6/30/2014) % of Portfolio
USA BANCORP INC
JOHNSON & JOHNSON
CVS CAREMARK CORP
AMERICAN ELECTRIC POWER
HONEYWELL INTL INC
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Forester Value Fd FVALX
Zacks News for FVALX
2012-06-05 01:00 AM
2012-03-02 01:00 AM
2011-08-29 01:00 AM
2011-06-03 01:00 AM
2010-11-25 01:00 AM
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
Incepted in September 1999, the fund is managed by Forester Capital Management, Ltd. The fund seeks maximum long-term capital growth. The fund invests in the stocks of large U.S. companies that it believes are undervalued and has great appreciation potential. The fund places special focus on companies whose current market prices are low in relation to earnings and have great appreciation potential. The fund distributes dividends and capital gains annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
performance for information about the performance numbers displayed above.
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