Value Line Fund

Class No Load (VLIFX)
Scorecard
2 / 5 Stars
Lipper
2 1 4 4 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

#42 in Mid-Cap Growth

U.S. News evaluated 221 Mid-Cap Growth 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 20.81 percent over the past year, 13.56 percent over the past three years, 19.47 percent over the past five years, and 5.47 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.4%
1 Year 20.8%
3 Years (Annualized) 13.6%
5 Years (Annualized) 19.5%
10 Years (Annualized) 5.5%

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Summary

The investment seeks long-term growth of capital; current income is a secondary consideration. The fund invests substantially all of its net assets in common stocks. While it is actively managed by the Adviser, the Adviser relies primarily on the rankings of companies by the Value Line Timeliness™ Ranking System (the "Ranking System") in selecting securities for purchase or sale. The fund's investments principally are selected from common stocks ranked 1, 2 or 3 by the Ranking System at the time of purchase. Because the Adviser relies on the Ranking System in managing the fund's portfolio, the fund is not limited to investments according to a company's size.

Fees

Fees are Low compared to funds in the same category.
Value Line Fund has an expense ratio of 1.12 percent.

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Risk

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

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Mid-Cap Growths

Highest Returns (10-year)

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