Things You'll Need:
- Prospectus
-
Step 1
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.
-
Step 2
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.
-
Step 3
Transfer funds from an existing IRA into the Forester mutual fund. The company offers a downloadable form on its Web site for this purpose.
-
Step 4
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.
-
Step 5
Use the forms you download or receive in the mail to purchase shares of the fund directly from the company.
-
Step 1
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.
-
Step 2
The Forester Value Fund uses hedging and diversification to reduce risk and maximize performance relative to the S&P 500.
-
Step 3
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.
