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.
Fidelity funds can be purchased directly through their website, typically with no transaction fee.0
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Forester Value Fund
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Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on FVALX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Forester Value Fund
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Pre-filled with FVALX's historical average return
Important: This projection uses simplified assumptions based on FVALX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VHDYXVanguard High Dividend Yield In
VVIAXVanguard Value Index Fd Admiral
VSIAXVanguard Small-Cap Value Index
VWNAXVanguard Windsor II Fund Admira
FVALX is the ticker symbol for Forester Value Fund, a Large Value mutual fund managed by Fidelity. 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.
FVALX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
FVALX has posted a 1-year return of +9.36%, 3-year return of +9.51%, 5-year return of +3.78%, 10-year return of +978.76%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
FVALX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether FVALX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Value category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.