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Forester

Forester Parent Rating

Above Average

Forester earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive field.

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.

Forester Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

3.36 Mil

Investment Flows (TTM)

−760,023.00

Asset Growth Rate (TTM)

−17.79%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
0
0
0
3
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Forester Value I95
Forester Value N95
Forester Value R96

Morningstar Mentions

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