| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
3
3
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#2 in Aggressive Allocation
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 12.11 percent over the past year, 13.41 percent over the past three years, 5.49 percent over the past five years, and 8.52 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.2% |
| 1 Year | 12.1% |
| 3 Years (Annualized) | 13.4% |
| 5 Years (Annualized) | 5.5% |
| 10 Years (Annualized) | 8.5% |
Summary
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 which Value Line, Inc. ("Value Line") developed. It will generally sell a debt security if its rating falls below the four highest categories. The fund may invest in debt securities with either fixed or variable reset terms.
Fees
Fees are Low compared to funds in the same category.
Value Line Asset Allocation Fund has an expense ratio of 1.24 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
