The investment seeks long-term growth of capital. The fund invests at least 65% of assets in common stock of companies that have market capitalizations of 8 billion or more. It seeks companies that the manager believes to be undervalued. The fund may also invest in preferred stocks, convertible securities, warrants and foreign securities. It may also invest in stock index futures, stock index options and exchange traded funds.
Fund filings (PDF) »

Asset manager:
Thomas H. Forester (Started: Sep 10, 1999)

Advisor Company:
Forester Capital Management Ltd
Fund family reports on Morningstar »

	1 year	3 years	5 years	10 years
Alpha*	1.77	5.11	1.12	3.04
Beta*	0.86	0.40	0.46	0.18
Mean annual return	1.00	0.30	0.29	0.46
R-squared*	94.28	55.22	43.85	8.51
Standard deviation	20.81	13.72	10.89	10.08
Sharpe ratio	0.57	0.08	0.05	0.25
* Against standard index

Risk measurement details »

Security	Net Assets
Microsoft Corporation (MSFT)	3.06%
Johnson & Johnson (JNJ)	2.92%
3M Company (MMM)	2.87%
Altria Group Inc. (MO)	2.87%
Kraft Foods, Inc. (KFT)	2.87%
Hewlett-Packard Company (HPQ)	2.86%
H.J. Heinz Company (HNZ)	2.86%
Bristol-Myers Squibb Company (BMY)	2.85%
AT&T, Inc. (T)	2.83%
The Travelers Companies, Inc. (TRV)	2.77%

Holdings Performance »