Forester Value Fund

Shareclass

Forester Value R (FVRLX)

Type

Open-end mutual fund

Manager

Forester

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

90.5

percentile

Universe: Groups

Group: U.S. Large Cap Equity

Ranking: 140 out of 1,462 funds

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Regular updates on sustainability risks and ethical concerns in everyday investment products

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Forester Value Fund FVRLX

Environment

Fossil fuels

Coal/oil/gas energy, fossil-fired utilities, related financial companies

Deforestation

Deforestation-risk agriculture, related financial companies, consumer brands

Social

Gender equality

Gender equality scorecard group ranking

Diversity disclosures

Diversity disclosures scorecard group ranking

Racial justice

Racial justice scorecard group ranking

LGBTQ+ equity

LGBTQ+ equity scorecard group ranking

Civilian firearms

Civilian firearms manufacturers, related gun retailers

Prison industrial complex

Prisons and borders industry, including private prison operators

Military weapons

Military arms manufacturers, including nuclear weapons, controversial weapons

Tobacco

Tobacco companies, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. BP PLC ADR
0.59% of assets
$26,937 invested
2. JM Smucker Co
1.62% of assets
$73,650 invested
3. General Mills Inc
1.55% of assets
$70,462 invested
4. Exelon Corp
2.08% of assets
$94,656 invested
5. Johnson & Johnson
1.82% of assets
$82,485 invested
6. Verizon Communications Inc
2.13% of assets
$96,492 invested
7. Altria Group Inc
2.1% of assets
$95,567 invested
8. Amgen Inc
1.66% of assets
$75,387 invested
9. Chevron Corp
0.79% of assets
$35,798 invested
10. eBay Inc
2.02% of assets
$91,586 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Alamos Gold Inc Class A
3.08% of assets
$139,971 invested
2. 3M Co
1.68% of assets
$76,120 invested
3. Quanta Services Inc
0.83% of assets
$37,808 invested
4. Diamondback Energy Inc
0.61% of assets
$27,480 invested
5. The Travelers Companies Inc
1.59% of assets
$72,236 invested
6. U.S. Bancorp
2.03% of assets
$92,310 invested
7. The Kraft Heinz Co
1.32% of assets
$59,902 invested
8. Oracle Corp
2.6% of assets
$118,060 invested
9. Aon PLC Class A
0.79% of assets
$35,676 invested
10. The Kroger Co
2.69% of assets
$121,941 invested

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Financial performance

Performance data provided by

Find more financial data on FVRLX at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

FVRLX

Forester Value Fund

Family

Forester

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

14% less in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

2 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FVRLX

Forester Value Fund

Family

Forester

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

14% less in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

2 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

FVRLX

Forester Value Fund

Family

Forester

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

14% less in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

2 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
FVRLX - Forester Value Fund

13%

1.56%

3.95%

1.08%

57 / 100 points

Benchmark

21%

23%

18%

15%

54 / 100 points

Fund compared to benchmark

-7.99%

-21.08%

-13.65%

-13.52%

3 / 100 points higher

Find more financial data on FVRLX at Morningstar.com

What's next?

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Invest Your Values

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