4 / 5 Stars
5 5 3 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#10 in Aggressive Allocation
U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 16.08 percent over the past year, 12.50 percent over the past three years, 18.22 percent over the past five years, and 7.76 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||18.2%|
|10 Years (Annualized)||7.8%|
The investment seeks to achieve a high total investment return (current income and capital appreciation) consistent with reasonable risk. The fund invests in a broad range of common stocks, bonds and money market instruments in accordance with an asset allocation strategy based primarily on data derived from proprietary computer models for the stock and bond markets developed by Value Line, Inc. ("Value Line"). It may invest in debt securities with either fixed or variable reset terms.
Fees are Above Average compared to funds in the same category.
Value Line Asset Allocation Fund has an expense ratio of 1.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.