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Forester
Value Fund

     Characteristics
     Performance
     Application
     Prospectus

Forester
Discovery Fund

     Characteristics
     Performance
     Application
     Prospectus


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Forester Value Fund Performance

Forester Value Fund has been uniquely positive in 9 of the past 10 calendar years, while the S&P 500 has only been positive in 7 of the past 10 calendar years.   

performance as of 12/31/11
Forester Value Fund

Annualized Total Returns
 
YTD
1 Year
3 Year
5 Year
10 Year
Since Inception  9/10/99
Forester Value Fund
 -.25%
-.25%
7.25%
3.26%
5.07%
4.94%
Russell Top 200 Value
1.12%
1.12%
-6.5%
0.2%
1.3%
1.5%
S&P 500 TR
15.1%
 15.1%
-2.9%
 2.3%
1.4%
1.2%

Fund's Morningstar Return

   
High
High
AboveAve
AboveAve

Fund's Morningstar Risk

   
Low
Low
Low
Low

 

Fund expense ratio: 1.25%

           
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.

Overall
Morningstar Rating
TM

As of 12/31/10, Overall Morningstar Rating of 5 stars and 5 stars for the three, five, and  ten-year periods among 1120, 1120, 956, and 502 Large Value Funds respectively.




Lipper 2010

FUND award

Best Fund over 3 Years

Large Cap Value

Lipper Ranking

 

As of 12/31/10 based on an equal-weighted ave. of percentile ranks overall, 3, 5, & 10 years.

Lipper Ranking

First in Large Cap Value 3 Year Period ended 12/31/09.

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!

 

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