Forester Value Fund Cash Position Weight
| FVALX Fund | USD 5.78 0.03 0.52% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Forester Value's long-term financial health and intrinsic value.
Forester |
Forester Value Fund Mutual Fund Cash Position Weight Analysis
Forester Value's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Forester Value Cash Position Weight | 31.27 % |
Most of Forester Value's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Forester Value Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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In accordance with the recently published financial statements, Forester Value Fund has 31.27% in Cash Position Weight. This is much higher than that of the Forester family and significantly higher than that of the Large Value category. The cash position weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Forester Value
The fund invests 68.73% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (31.27%) .Asset allocation divides Forester Value's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Forester Fundamentals
| Price To Earning | 17.06 X | ||||
| Price To Book | 2.43 X | ||||
| Price To Sales | 1.30 X | ||||
| Total Asset | 2.39 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 15.66 % | ||||
| One Year Return | 15.93 % | ||||
| Three Year Return | 2.99 % | ||||
| Five Year Return | 2.46 % | ||||
| Ten Year Return | 0.50 % | ||||
| Net Asset | 3.84 M | ||||
| Last Dividend Paid | 0.13 | ||||
| Cash Position Weight | 31.27 % | ||||
| Equity Positions Weight | 68.73 % |
About Forester Value Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Forester Value Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Forester Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Forester Value Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Forester Value financial ratios help investors to determine whether Forester Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Forester with respect to the benefits of owning Forester Value security.
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