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FVALX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$5.14
Change
-$0.03 (-0.58%)
Net Assets
2.96M

FVALX Forester Value N Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Unitedhealth Group (NYSE:UNH), Amgen (NASDAQ:AMGN), CVS HEALTH Corp (NYSE:CVS), Dominion Energy (NYSE:D).

Industry description

The investment seeks maximum long-term capital growth. The fund invests in the stocks of large U.S. companies that are undervalued and have great appreciation potential. It invests at least 65% of its net assets (at market value at the time of purchase) 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 S&P 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.

Market Cap

The average market capitalization across the Forester Value N MF is 96.23B. The market cap for tickers in the group ranges from 5.79B to 451.47B. UNH holds the highest valuation in this group at 451.47B. The lowest valued company is AGI at 5.79B.

Volume

The average weekly volume growth across all stocks in the Forester Value N MF was 107%. For the same stocks of the MF, the average monthly volume growth was 168% and the average quarterly volume growth was 39%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 31
P/E Growth Rating: 48
Price Growth Rating: 55
SMR Rating: 72
Profit Risk Rating: 47
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Forester Funds Inc100 Field Drive, Suite 330,Lake ForestLake Forest
Phone
224-544-5123
Web
www.forestervalue.com
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FVALX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that FVALX and DIAMX have been poorly correlated (+13% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that FVALX and DIAMX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FVALX
1D Price
Change %
FVALX100%
-0.58%
DIAMX - FVALX
13%
Poorly correlated
+0.68%
DIAYX - FVALX
13%
Poorly correlated
+0.69%
VVIAX - FVALX
9%
Poorly correlated
+1.19%
VIVAX - FVALX
9%
Poorly correlated
+1.17%
VIVIX - FVALX
9%
Poorly correlated
+1.17%
More