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Forester
Value Fund

     Characteristics
     Performance
     Application
     Prospectus

Forester
Discovery Fund

     Characteristics
     Performance
     Application
     Prospectus


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Forester Value Fund

Ticker

 

FVALX - Class N Share

FVILX - Class I Share

Inception Date 9/9/99
Objective Maximum long-term capital growth
Strategy The Fund invests in the stocks of large U.S. companies that it believes are undervalued and have great appreciation potential. It may also take defensive positions when the manager believes that the overall stock market is highly valued or that market conditions warrant it. The Fund generally purchases a stock only at a price Forester Capital Management ("Forester Capital"), the Fund’s investment manager deems significantly below the intrinsic value of the company.

We generally buys stocks for the Fund that have what we believe is exceptional appreciation potential, due to the stock’s price being significantly below the intrinsic value of the company. We view these stocks as bargain stock and seek to purchase the best bargain stocks in each market sector. This diversifies the portfolio while maintaining the focus on bargain stocks.

For the Fund, we buy more earnings, assets and dividends than the overall market, with each investment dollar. This allows the Fund to start with a lead versus the market and not have to rely as much on future growth.

Forester Discovery Fund

Ticker INTLX
Inception Date 9/9/99
Objective Maximum long-term capital growth
Strategy The Forester Discovery Fund is a diversified, no-load mutual fund for investors seeking long-term growth of capital by investing primarily in common stocks from countries outside of the United States, with added emphasis on capital protection in unfavorable market conditions. The fund generally invests at least 65% of its net assets in non-US companies.  These companies may operate in developed countries, such as the Western Europe, Japan, and Canada, as well as in firms based in emerging markets, typically in the Far East, Latin America, and Eastern Europe.  There are no restrictions on the size of companies in which the fund may invest.  The fund’s objective is maximum long-term capital growth.

The Fund generally purchases a stock only at a price deemed significantly below the intrinsic value of the company—Forester Capital’s estimate of the amount a buyer would pay to own the entire company—after performing its own fundamental analysis of the company.

 
 
 
 
 

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