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Forester Value I FVILX

Quantitative rating as of
  • NAV / 1-Day Return 6.06  /  0.16 %
  • Total Assets 14.6 Mil
  • 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.



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.

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