THE FUND

THE FORESTER VALUE FUND

The Forester Value Fund is suited for advisors and investors seeking long-term investment returns, with added emphasis on capital protection in unfavorable market conditions. The Fund invests in the stocks of large U.S. companies that it believes are undervalued and have great appreciation potential.

When the manager believes that the overall stock market is highly valued or that market conditions warrant it, the fund may take a defensive position by purchasing stock index put options and holding cash.

Diversified Large Value

No Load Mutual Fund
Expense ratio 0.99% Class I,
1.25% Class N

Min. Inv. $1,500 Class I
$1,000 Class N

Inception 9/9/99

Seeks maximum long-term capital growth

FVILX - Class I Shares
FVALX - Class N Shares

QUARTERLY FUND FACT SHEET

Download Fund Fact Sheet

Download a fact sheet for fund characteristics,
performance and holdings.

INVEST WITH US

You have several choices:

  • Talk to your Financial Advisor about FVILX/FVALX
  • Find FVILX/FVALX on your online brokerage account
  • Invest directly with the Forester Value Fund

Questions? Call us at 800.388.0365