FVALX Mutual Fund
NAV$6.22
AUM$2M
TER1.27%
Holdings40
FVALX Mutual Fund
NAV$6.22
Forester Value Fund
AUM$2M
TER1.27%
Holdings40
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See the full sector breakdown of FVALX
Sector concentration, industry allocation and the exact weight of every sector.
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FVALX Mutual Fund Sector Allocation
FVALX sector allocation breaks down across Financials (31.4%), Consumer Staples (11.6%), Other (10.0%), Unknown (8.5%), Health Care (7.8%). Across 40 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
FVALX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
FVALX geographic allocation shows country exposure. FVALX overlap calculator reveals how sector exposure compares with other funds.