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 I 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 I MF was 21%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was 53%
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: 55
Price Growth Rating: 46
SMR Rating: 69
Profit Risk Rating: 43
Seasonality Score: 23 (-100 ... +100)