FVALX Mutual Fund
FVALX Mutual Fund
NAV$6.27
AUM$2M
TER1.27%
Holdings40
See how much of FVALX you already own
FVALX Mutual Fund
NAV$6.27
Forester Value Fund
AUM$2M
TER1.27%
Holdings40
See how much of FVALX you already own
FVALX Mutual Fund Sector Allocation
FVALX sector allocation breaks down across Financials (31.4%), Consumer Staples (11.6%), Health Care (7.8%), Energy (6.7%), Utilities (6.1%). Across 40 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
FVALX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
FVALX by country shows geographic exposure. FVALX overlap reveals how sector exposure compares with other funds.