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Forester Discovery Fund (INTLX)

Net Asset Value
1 Day
Overall Morningstar Rating
Foreign large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks maximum long-term capital growth. The fund generally invests at least 65% of its net assets in the common stocks of non-U.S. companies. These companies may operate in developed countries- such as the Western European countries- Japan and Canada- as well as in firms based in emerging markets- typically in the Far East- Latin America and Eastern Europe. It generally purchases a stock only at a price the advisor deems significantly below the intrinsic value of the company - Forester Capital's estimate of the amount a buyer would pay to own the entire company.


1 month-1.45% 3 years+1.76%
3 months+1.27% 5 years+3.25%
1 year+12.25% Since inception+3.77%
Data through --

Peer Comparisonvs. Foreign large blend

Performance 5-yr return+3.25%+7.74%
Expense ratio1.37%1.08%
Risk 5 year sharpe ratio0.560.72
Net assets$4.7M$4.1B
Average market cap$56.2B$42.1B
Average P/E18.518.3
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyForester
Fund manager & tenureThomas Forester / 18 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,000.00


International stock72.60%
Fixed income14.71%
U.S. stock2.84%
Top 5 Sectors
Portfolio weighting
Consumer goods 29.58%
Telecommunication 14.66%
Financial service 13.54%
Healthcare 12.15%
Industrial materials 12.00%
Top 10 Holdings
Portfolio weighting
-- 14.51%
SIEGY Siemens4.00%
GSK GlaxoSmithKline3.88%
PUBGY Publicis Groupe SA3.70%
SNY Sanofi3.36%
-- 3.31%
VLKAY Volkswagen AG3.20%
MGDDY Compagnie Generale des Etablissements Michelin SCA3.13%
-- 3.07%