Invest in Forester Mutual Funds

The Forester Value Fund is a large value fund managed by Thomas H. Forester. Twice during the years from 2000 to 2005, Morningstar has ranked it as the top-performing large-cap value fund. The fund looks for undervalued stocks with significant appreciation potential.

Invest in Forester Mutual Funds

Download a prospectus and application from the Forester Funds Web site (see Resources below). You can also call the company's toll-free number--(800) 388-0365--to request an application and prospectus.

Download forms from the Forester Funds Web site to open an IRA account. You can open a traditional IRA, a Roth IRA or a Coverdell IRA, which lets you save money to cover educational expenses.

Transfer funds from an existing IRA into the Forester mutual fund. The company offers a downloadable form on its Web site for this purpose.

Purchase shares in the Forester Fund through a brokerage firm, such as Charles Schwab, Ameritrade or Fidelity. You can also buy into the fund through your current brokerage firm.

Use the forms you download or receive in the mail to purchase shares of the fund directly from the company.

Understand the Investment Strategy of Forester Mutual Funds

Understand that the Forester Value Fund purchases a selection of bargain stocks. The fund invests in a variety of sectors and looks for bargains across the market in the stocks of large-cap companies.

The Forester Value Fund uses hedging and diversification to reduce risk and maximize performance relative to the S&P 500.

The fund's managers choose stocks by concentrating on underlying stock fundamentals (for example, earnings, assets or dividends) rather than the market's assessment of whether a stock is poised for rapid future growth.

Tips & Warnings

• If you have questions about Forester mutual funds, e-mail the company at invest@forestervalue.com.
• Most brokerage firms allow you to invest online. You can also invest via postal mail.
• Investment experts advise new investors to carefully read the prospectus of a mutual fund before investing in it.
• Forester mutual funds are not insured by the FDIC, nor are they guaranteed to perform as they have in the past.