Forester Value Financials
| FVALX Fund | USD 5.98 0.02 0.34% |
Forester |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Forester Value Fund Summary
Forester Value competes with Fidelity Income, Consumer Goods, Africa Fund, Commonwealth Japan, and Fidelity Income. The fund invests in the stocks of large U.S. companies that are undervalued and have great appreciation potential. It invests at least 65 percent of its net assets 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 SP 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.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US34623P2092 |
| Business Address | Forester Funds |
| Mutual Fund Family | Forester |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 388 0365 |
| Currency | USD - US Dollar |
Forester Value Key Financial Ratios
Forester Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Forester Value's current stock value. Our valuation model uses many indicators to compare Forester Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Forester Value competition to find correlations between indicators driving Forester Value's intrinsic value. More Info.Forester Value Fund is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Forester Value Fund is roughly 7.02 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Forester Value's earnings, one of the primary drivers of an investment's value.Forester Value Systematic Risk
Forester Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Forester Value volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Forester Value correlated with the market. If Beta is less than 0 Forester Value generally moves in the opposite direction as compared to the market. If Forester Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Forester Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Forester Value is generally in the same direction as the market. If Beta > 1 Forester Value moves generally in the same direction as, but more than the movement of the benchmark.
Forester Value January 6, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Forester Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Forester Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Forester Value Fund based on widely used predictive technical indicators. In general, we focus on analyzing Forester Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Forester Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4525 | |||
| Information Ratio | (0.18) | |||
| Maximum Drawdown | 2.18 | |||
| Value At Risk | (0.51) | |||
| Potential Upside | 0.6814 |
Other Information on Investing in Forester Mutual Fund
Forester Value financial ratios help investors to determine whether Forester Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Forester with respect to the benefits of owning Forester Value security.
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