Forester Value I's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
- NAV / 1-Day Return 6.06 / 0.16 %
- Total Assets 14.6 Mil
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Adj. Expense Ratio
- Expense Ratio 1.010%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Long-Short Equity
- Investment Style Large Value
- Min. Initial Investment 1,500
- Status Open
- TTM Yield 0.69%
- Turnover 8%
Morningstar’s Analysis FVILX
Will FVILX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.