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Logo for Fund Forester Value Fund

Forester Value Fund (FVALX)

NASDAQ Currency in USD
$465.00
+$1.06
+0.23%
Last Update: 18 Jul 2026, 03:18
Assets Under Management
Expense Ratio
0.03%
Forward Dividend Yield
$343.81-$572.33
52 Week Range

FVALX Price Chart

Explore Forester Value Fund interactive price chart. Choose custom timeframes to analyze FVALX price movements and trends.

FVALX Fund Profile

Key details and information about Forester Value Fund (FVALX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

10 Sept 1999

Country

US

Description

The fund invests in the stocks of large U.S. companies that are undervalued and have great appreciation potential. It invests at least 65% of its net assets (at market value at the time of purchase) in the common stocks of large companies that have market capitalizations greater than $5.0 billion. The fund may emphasize sectors more or less than the S&P 500. It may also invest in stock index options. The fund may also take defensive positions when the manager believes that the overall stock market is highly valued or that market conditions warrant it.

FVALX Fund Performance

View FVALX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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