Forester

An area of strength is the firm’s favorable fees for open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors’ returns. Fees for the firm's funds, on average, are within the second-lowest quintile of category peers. Experienced longest-tenured management is a core advantage that Forester has over peer firms. With 25 years of average asset-weighted tenure across the group, it is clear that they've been put through their paces. Finally, the Forester portfolio management team has lacked continuity over the past five years, denoted by elevated levels of turnover, which bears watching.