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Home > Financial Services > Mutual Funds > Forester
Forester
The Forester Value Fund is a diversified, no-load mutual fund for investors seeking long-term investment returns, with added emphasis on capital protection in unfavorable market conditions. The Forester Value Fund is proud to have earned the top spot for 2004 in Morningstar's Large Cap Value category. The Fund returned twenty four percent for the year, beating the S&P 500 by thirteen point one percent. The Fund has been the top performing Large Value Fund of 2002.
The Fund buys stocks with exceptional appreciation potential, due to the stock's price being significantly below the intrinsic value of the company. The Fund views these stocks as bargain stocks. The Fund seeks to purchase the best bargain stocks in each market sector. This diversifies the portfolio while maintaining the focus on bargain stocks. The Fund buys more earnings, assets and dividends than the overall market, with each investment dollar. This allows the Fund to start with a lead versus the market and not have to rely as much on future growth. The Fund focuses on stock fundamentals, instead of the psychology surrounding an individual stock.
The Fund places special focus on companies whose current market prices are low in relation to Price-to-earnings ratio, Book-to-market value, Earnings estimates for the next 12 months etc. The fund invests at least sixty five percent 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 8.0 billion dollars. The Fund may also invest in preferred stocks, convertible securities, warrants and foreign securities. The Fund may also invest in stock and stock index futures, options to buy and sell such futures, mutual funds and exchange traded funds.
Forester Value Fund has been uniquely positive in the past 5 years. It has outperformed the S&P 500 by at least ten percent in 4 of the past 5 years. The Fund avoided the down equity market by taking a defensive position, using bonds and cash to eliminate market exposure from inception thus securing the capital of it’s investors.
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