Value Line Asset Allocation Fund

Class No Load (VLAAX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 4 4
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 15.76 percent over the past year, 11.56 percent over the past three years, 14.71 percent over the past five years, and 7.83 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.5%
1 Year 15.8%
3 Years (Annualized) 11.6%
5 Years (Annualized) 14.7%
10 Years (Annualized) 7.8%

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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 developed by Value Line, Inc. ("Value Line"). It 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 1.09 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Value Line Funds