Value Line Funds(5)

Sustainable Income

Value Line Income & Growth Fund

US> Small-Cap > Growth

Dec 04, 2012

In times of distress, investors often turn to fixed income securities or dividend-paying corporations in search of income. Mark Spellman, co-portfolio manager of the Value Line Income and Growth Fund, looks for companies with a stable business model and the earnings capacity to generate rising dividends. With diversification in mind, the portfolio management team also invests in government, corporate, or convertible bonds with yields that outweigh risks inherent in securities.

Between Growth and Value

Value Line Income & Growth Fund

US> Small-Cap > Growth

Dec 29, 2005

Brad Brooks, the manager of Value Line Income and Growth fund, has to balance between growth & value, bonds & equities, and across all types of markets caps. A bit of contrarian approach and a lot of reading help him with the difficult task of covering almost the entire investing spectrum.

Boring Is Beautiful

Value Line Small Cap Opportunities Fund

US> Mid-Cap > Growth

Apr 07, 2017

High-quality small-cap companies with a track record of steady earnings growth may not appear cheap on standard measurements. But when viewed from the perspective of earnings capacity and durability, many of these consistent earners offer compelling investment opportunities. Stephen Grant, portfolio manager of the Value Line Small Cap Opportunities Fund, takes a long-term perspective on valuation in search of quality and growth in the small-cap space. 

Best Ideas Only

Value Line Larger Companies Focused Fund

US> Large-Cap > Growth

Jun 25, 2015

A great growth company has earnings growth and revenue growth greater than the market in the long term. This is the type of company that also creates substantial shareholder value if held for a longer period of time. Cindy Starke, portfolio manager of the Value Line Larger Companies Focused Fund, follows the six-decade-old Value Line ranking system to find these fast growing companies and is prepared to hold them as long as they deliver. 

Capital Appreciation through Quality and Diversification

Value Line Capital Appreciation Fund

US> Large-Cap > Value

Mar 23, 2018

Seeking capital appreciation and income, the Value Line Capital Appreciation Fund is an asset allocation fund that at year end 2017 was 85% invested in equities and 15% in bonds and cash. For equities, the fund mainly looks to own leading growth businesses with secular growth drivers, unique market positioning and competitive advantages. On the fixed-income side, the fund focuses on income, liquidity, and improving credit metrics. For portfolio managers Cindy Starke and Liane Rosenberg, the ultimate goal is to achieve a diversified portfolio that emphasizes the best return-generating ideas.