Forester Value Fund Manager Performance Evaluation
| FVALX Fund | USD 6.08 0.01 0.16% |
The fund shows a Beta (market volatility) of 0.0277, which means not very significant fluctuations relative to the market. As returns on the market increase, Forester Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Forester Value is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Forester Value Fund are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Forester Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Value is off to a fast start in 2026. Here are some funds to watch - Citywire | 01/13/2026 |
| Expense Ratio Date | 31st of July 2025 | |
| Expense Ratio | 1.2700 |
Forester |
Forester Value Relative Risk vs. Return Landscape
If you would invest 583.00 in Forester Value Fund on October 30, 2025 and sell it today you would earn a total of 25.00 from holding Forester Value Fund or generate 4.29% return on investment over 90 days. Forester Value Fund is currently producing 0.0708% returns and takes up 0.3965% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Forester, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Forester Value Current Valuation
Fairly Valued
Today
Please note that Forester Value's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Forester Value shows a prevailing Real Value of $6.05 per share. The current price of the fund is $6.08. We determine the value of Forester Value from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Forester Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Forester Mutual Fund. However, Forester Value's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 6.08 | Real 6.05 | Hype 6.08 | Naive 6.07 |
The intrinsic value of Forester Value's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Forester Value's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Forester Value Fund helps investors to forecast how Forester mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Forester Value more accurately as focusing exclusively on Forester Value's fundamentals will not take into account other important factors: Forester Value Target Price Odds to finish over Current Price
The tendency of Forester Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 6.08 | 90 days | 6.08 | about 5.26 |
Based on a normal probability distribution, the odds of Forester Value to move above the current price in 90 days from now is about 5.26 (This Forester Value Fund probability density function shows the probability of Forester Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Forester Value has a beta of 0.0277. This usually indicates as returns on the market go up, Forester Value average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Forester Value Fund will be expected to be much smaller as well. Additionally Forester Value Fund has an alpha of 0.0318, implying that it can generate a 0.0318 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Forester Value Price Density |
| Price |
Predictive Modules for Forester Value
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Forester Value. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Forester Value Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Forester Value is not an exception. The market had few large corrections towards the Forester Value's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Forester Value Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Forester Value within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.07 | |
Ir | Information ratio | -0.09 |
Forester Value Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Forester Value for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Forester Value can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Short Interest in iShares Core 6040 Balanced Allocation ETF Expands By 30.9 percent - Defense World | |
| The fund retains about 31.27% of its assets under management (AUM) in cash |
Forester Value Fundamentals Growth
Forester Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Forester Value, and Forester Value fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Forester Mutual Fund performance.
| Price To Earning | 17.06 X | ||||
| Price To Book | 2.43 X | ||||
| Price To Sales | 1.30 X | ||||
| Total Asset | 2.21 M | ||||
About Forester Value Performance
Evaluating Forester Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Forester Value has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Forester Value has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in the stocks of large U.S. companies that are undervalued and have great appreciation potential. It invests at least 65 percent of its net assets in the common stocks of large companies that have market capitalizations greater than 5.0 billion. The fund may emphasize sectors more or less than the SP 500. It may also invest in stock index options. The fund may also take defensive positions when the manager believes that the overall stock market is highly valued or that market conditions warrant it.Things to note about Forester Value performance evaluation
Checking the ongoing alerts about Forester Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Forester Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Short Interest in iShares Core 6040 Balanced Allocation ETF Expands By 30.9 percent - Defense World | |
| The fund retains about 31.27% of its assets under management (AUM) in cash |
- Analyzing Forester Value's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Forester Value's stock is overvalued or undervalued compared to its peers.
- Examining Forester Value's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Forester Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Forester Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Forester Value's mutual fund. These opinions can provide insight into Forester Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Forester Mutual Fund
Forester Value financial ratios help investors to determine whether Forester Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Forester with respect to the benefits of owning Forester Value security.
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