Forester Value Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 5 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
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TheStreet.com
D+ (Sell)

Fund Holdings

The fund invests in undervalued companies. Management currently likes healthcare stocks and is staying away from big banks.

Asset Allocation

% Long % Net
Cash 22.0 22.0
Stocks 74.2 74.2
Bonds 0.0 0.0
Other 0.07 0.07
Foreign Bonds 0.0 0.0
Foreign Stocks 3.72 3.72
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
U.S. Bancorp USB 0.62 3.75
AutoZone Inc AZO 13.24 3.51
Exxon Mobil Corporation XOM -5.01 3.28
Chevron Corp CVX -7.26 3.24
Target Corp TGT -1.39 3.14
UnitedHealth Group Inc UNH 2.39 3.08
Kroger Co KR 6.64 3.08
CVS Caremark Corp CVS 1.81 3.05
3M Co MMM -5.12 3.04
Merck & Co Inc MRK 12.73 3.01

See Also:

Top Forester Funds