| |
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%
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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. |
Overall
Morningstar RatingTM |
|
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. |
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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! |
