Forester Value Fund Class N (FVALX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
6.28
-0.06 (-0.95%)
Feb 18, 2026, 8:10 AM EST

FVALX Holdings Information

FVALX is a mutual fund with a total of 40 individual holdings. The top holdings are United States Treasury Bills 0% at 19.73%, United States Treasury Bills 0% at 8.40%, Cash & Cash Equivalents at 4.51%, Teva Pharmaceutical Industries at 3.10%, and Cardinal Health at 2.93%.

Total Holdings
40
Top 10 Percentage
51.80%
Asset Class
n/a
Fund Category
Large Value
Assets
3.50M
Forward PE Ratio
13.26

Breakdown by Sector

Top 25 Holdings

No.SymbolName WeightShares
1B.0 04.16.26United States Treasury Bills 0%19.73%700,000
2B.0 06.25.26United States Treasury Bills 0%8.40%300,000
3n/aCash & Cash Equivalents4.51%158,266
4TEVATeva Pharmaceutical Industries Limited3.10%3,490
5CAHCardinal Health, Inc.2.93%500
6XOMExxon Mobil Corporation2.81%820
7TSX: AGIAlamos Gold Inc.2.64%2,400
8FEFirstEnergy Corp.2.60%2,040
9VZVerizon Communications Inc.2.59%2,230
10AMGNAmgen Inc.2.52%270
11MMM3M Company2.28%500
12TRVThe Travelers Companies, Inc.2.23%270
13USBU.S. Bancorp2.19%1,440
14TSX: AEMAgnico Eagle Mines Limited2.17%450
15JNJJohnson & Johnson2.12%360
16SJMThe J. M. Smucker Company2.09%750
17ALLThe Allstate Corporation2.07%350
18EBAYeBay Inc.2.06%830
19CBChubb Limited2.04%230
20MOAltria Group, Inc.2.02%1,230
21KRThe Kroger Co.1.96%1,100
22DDominion Energy, Inc.1.95%1,170
23EXCExelon Corporation1.84%1,480
24CVSCVS Health Corporation1.81%800
25GISGeneral Mills, Inc.1.80%1,360
Showing 25 of 40 holdings
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As of Dec 31, 2025