Forester Value Fund (FVALX)
Forester Value Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Boston, MA, US. The stock last traded at $6.24, down 0.16% on the session, giving a market capitalisation of $4.7M. Its beta of -0.08 implies it has historically moved less than the broad market.
The fund invests in the stocks of large U.S. companies that 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.
Forester Value Fund is most often compared with the following Financial Services names: