3 / 5 Stars
1 1 5 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#104 in Foreign Large Blend
U.S. News evaluated 209 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 9.92 percent over the past year, 3.31 percent over the past three years, 9.05 percent over the past five years, and 5.12 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||3.3%|
|5 Years (Annualized)||9.1%|
|10 Years (Annualized)||5.1%|
The investment seeks maximum long-term capital growth. The fund generally invests at least 65% of its net assets in the common stocks of non-U.S. companies. These companies may operate in developed countries, such as the Western European countries, Japan and Canada, as well as in firms based in emerging markets, typically in the Far East, Latin America and Eastern Europe. It generally purchases a stock only at a price Forester Capital deems significantly below the intrinsic value of the company - Forester Capital's estimate of the amount a buyer would pay to own the entire company. The fund uses a value approach to investing.
Fees are Above Average compared to funds in the same category.
Forester Discovery Fund has an expense ratio of 1.35 percent.
Risk is Low compared to funds in the same category according to Morningstar.