4 / 5 Stars
4 4 4 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#38 in Moderate Allocation
U.S. News evaluated 251 Moderate 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 13.44 percent over the past year, 8.17 percent over the past three years, 12.46 percent over the past five years, and 7.39 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||12.5%|
|10 Years (Annualized)||7.4%|
The investment seeks income, as high and dependable as is consistent with reasonable risk; capital growth is a secondary objective. The fund invests not less than 50% of net assets in common or preferred stocks or securities convertible into common stock which may or may not pay dividends. The balance of the fund's net assets are primarily invested in U.S. government securities, money market securities and investment grade debt securities rated at the time of purchase from the highest (AAA) to medium (BBB) quality. Although the fund can invest in companies of any size, it generally invests in U.S. securities issued by larger, more established companies.
Fees are Average compared to funds in the same category.
Value Line Income & Growth Fund has an expense ratio of 1.14 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.