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YTD |
1 Year |
3 Year |
5 Year |
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Since Inception 9/9/99 |
Forester Discovery Fund |
18.6% |
18.6% |
9.9% |
7.2% |
4.7% |
4.7% |
MSCI EAFE |
31.8% |
31.8% |
-6.0% |
3.5% |
1.2% |
2.5% |
S&P 500 |
26.5% |
26.5% |
-5.6% |
0.4% |
-1.0% |
-0.1% |
| Fund's Morningstar Risk |
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Low |
Low |
Low |
Low |
| Fund expense ratio: 1.35% |
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Past performance is no guarantee of future results and investment results and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Total return includes reinvestment of dividends and capital gains. |
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Overall
Morningstar RatingTM |
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As of 12/31/09, Overall Morningstar Rating of 4 stars and 5, 4, and 3 stars for the 3-,5-, and 10-year periods among 622, 622, 463 and 248 World Allocation Funds respectively.
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| Lipper Ranking |
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As of 12/31/09 based on an equal-weighted ave. of percentile ranks over 3, 5, & 10 years. |
Morningstar proprietary ratings reflect risk-adjusted performance for the stated period. Only the top 10% of funds in a given category receive a five-star rating. The next 22.5% receive four stars, the next 35% receive three stars, and the next 22.5% receive two stars. Subject to change every month, a fund's rating is based on its 3-, 5-, and (when available) 10-year average annual total returns (with fee adjustments) in excess of 90-day Treasury bill returns, and a risk factor that reflects fund performance below 90-day Treasury bill returns. The overall rating is the weighted average of the three time periods.
For more complete information on the Forester Funds, including charges and expenses, obtain a prospectus by calling 1-800-388-0365 or click here to download one. The prospectus should be read carefully before investing.
Thank you for investing with us! |
