2 / 5 Stars
2 1 5 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#59 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap Growth 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 20.49 percent over the past year, 15.20 percent over the past three years, 17.22 percent over the past five years, and 5.05 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||5.0%|
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 are High compared to funds in the same category.
Value Line Fund has an expense ratio of 1.03 percent.
Risk is Low compared to funds in the same category according to Morningstar.