Forester Value Fund (FVALX) Research
The Forester Value Fund's primary objective is to seek out and invest in the common shares of substantial U.S. corporations that are currently undervalued and offer considerable long-term growth prospects. A core component of its strategy involves directing a minimum of 65% of its net assets—as measured by market value at the time of purchase—into equity securities of large companies with market capitalizations exceeding $5.0 billion. The fund maintains the flexibility to adjust its sector allocations, which may result in a different industry weighting compared to the S&P 500 index. Additionally, it has the capacity to engage with stock index options. Should the portfolio manager determine that the overall stock market is excessively priced or that broader market conditions necessitate a more conservative approach, the fund is empowered to adopt defensive positions.
Market snapshot
- Symbol
- FVALX
- Price
- $6.06
- Day change
- -1.14%
- Market cap
- $4.6M
- 52-week range
- 5.74-6.39
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Firsthand Alternative Energy Fund (ALTEX)
- Commonwealth Africa Fund (CAFRX)
- Commonwealth Japan Fund (CNJFX)
- Consumer Staples UltraSector ProFund - Service Class (CNPSX)
- Fidelity Fund (FFIDX)
- Fidelity Managed Retirement 2010 Fund (FIRQX)
- Fidelity Managed Retirement 2015 Fund (FIRSX)
- Fidelity Managed Retirement 2020 Fund (FIRVX)
Open Forester Value Fund (FVALX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.