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Forester Mutual Funds

View all of Forester’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Forester Funds List

Share Class Type

1 to 3 of 3 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Forester Value IFVILXLong-Short Equity921.010%LowInstitutional$1,500
Forester Value NFVALXLong-Short Equity−0.20%931.270%Below AverageNo Load$1,000
Forester Value RFVRLXLong-Short Equity−0.37%941.520%AverageRetirement, Medium$1,000

Forester Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

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