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Forester Value R FVRLX

Quantitative rating as of
NAV / 1-Day Return
6.55  /  0.31 %
Total Assets
17.0 Mil
Adj. Expense Ratio
Expense Ratio
1.520%
Distribution Fee Level
Average
Share Class Type
Retirement, Medium
Category
Long-Short Equity
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.80%
Turnover
8%

Morningstar’s Analysis FVRLX

Will FVRLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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An upgrade in People Pillar rating is the primary driver of Forester Value R's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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