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Forester Value Fund Class R Shares: (MF: FVRLX)

(NASDAQ Mutual Funds) As of Aug 8, 2025 08:00 PM ET

$6.34 USD

+0.01 (0.16%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for FVRLX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Forester Value R FVRLX NA NA 0.00 0.50 0.89 1.50

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Forester Value Fund N Share FVALX 5.79 9/10/1999 2.45 20.34 2.33 2.60
Forester Value Fund R Share FVRLX 6.34 12/31/2010 1.99 20.14 2.09 2.37
Forester Value Fund I Share FVILX 6.01 6/8/2009 2.68 20.81 2.52 2.82

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Forester Value R FVRLX 1000 100 1000 A

Contact Information

Family Forester
Address 612 Paddock
Libertyville, IL 60048
Phone 800 388-0365