With a history that traces its roots back to 1950, the Value Line Funds have evolved into a diversified family of eight mutual funds with a wide range of investment objectives. The Value Line Funds include equity, fixed income and hybrid funds and are designed to help investors meet their long-term investment goals.
At Value Line Funds, we believe it’s never too early or too late to build a diversified investment portfolio.
Click below to view a message from Value Line Funds' President, Mitchell Appel. You can also check out their website at: vlfunds.com
Over the course of six decades, Value Line Funds have grown into a fund family that includes a wide range of solutions designed to meet virtually any investment goal. Whether you are looking for income or long-term capital appreciation, you can rely on the solid fundamentals of Value Line Funds.
Since Value Line Funds launched its first mutual fund in 1950, the investment industry has evolved considerably. To meet the needs of today’s investor, the fund family line-up has retooled in recent years, including re-branding three equity funds as concentrated portfolios of 25-50 positions.
In a more volatile market, Value Line Funds believe investors benefit by further refining the degree of volatility and focusing on companies with a long track record of demonstrated growth.
Value Line Funds believe that for most investors, the first step in evaluating a mutual fund is to look at its historical performance despite mutual fund disclosure that “past performance is no guarantee of future results.” The second step likely would be to look at a fund’s rating by a financial data company such as Morningstar or Lipper.