FVRLX Mutual Fund (Forester Value Fund Class R) is managed by Forester Capital Management (US) with $712,239.69 in net assets. FVRLX expense ratio is 1.52%, holding 40 positions across sectors including Financials, Consumer Staples, Other. Inception date: 2010-12-28.

FVRLX performance shows a YTD return of 2.77%. The 1-year return is 8.00% and the 5-year return is 3.88%. FVRLX dividend yield stands at 1.49%, paid annually.

FVRLX top holdings include Treasury Bill Apr 16, 2026 (19.4%), United States Treasury Bill 3.545406% 06/25/2026 (8.2%), morgan stanley institutional liquidity fund - treasury portfolio (6.6%), Verizon Communications, Inc. (3.1%), Exxon Mobil Corp (2.6%). View all FVRLX holdings, sector breakdown, or dividend history.

FVRLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FVRLX alternatives are available via the screener, along with tax-loss harvesting opportunities.