NEW YORK, Feb. 25, 2016 (GLOBE NEWSWIRE) -- Value Line Funds, a mutual fund company comprised of equity, fixed income and hybrid funds with assets exceeding $2 billion, announced that the Value Line Small Cap Opportunities Fund (VLEOX) and the Value Line Mid Cap Focused Fund (VLIFX) were mentioned in the latest listing of “Category Kings” in The Wall Street Journal in the Small-Cap Growth and Mid-Cap Growth categories, respectively.
Additionally, the Value Line Mid Cap Focused Fund was recently recognized by the New York Times as a “Leading Fund” among the Mid- and Small-Capitalization Funds based on one-year performance.
“In mutual fund investing, high returns usually mean high volatility. However, these two actively managed Funds have demonstrated the desired combination of above-average performance over multiple timeframes with a consistent, low-risk profile. In fact, both Funds maintain Morningstar’s lowest risk designation,” said Mitchell Appel, President of Value Line Funds. “Given current market volatility, we believe that an actively managed portfolio provides investors with the opportunity to mitigate risk through specific stock selection rather than accepting the risk/return profile of an index. Achieving above-average results and below average risk through actively managed portfolios has been a goal of the Value Line Funds since our inception more than 60 years ago.”
|Morningstar Risk Statistics as of 1/31/2016|
|3 Year||5 Year||10 Year|
|Small Cap Opportunities Fund (VLEOX)|
|Morningstar Return||Above Average||High||Above Average|
|Mid Cap Focused Fund (VLIFX)|
|Morningstar Return||Above Average||High||Low|
About Value Line Funds
In 1950, Value Line started its first mutual fund. Since then, knowledgeable investors have been relying on the Value Line Funds to help them build their financial futures. Over the years, Value Line Funds has evolved into what it is today—a diversified family of mutual funds with a wide range of investment objectives, available directly to investors or through brokerage firms or financial advisors.
Our family of mutual funds is designed to help investors meet investment goals and includes a variety of equity, fixed income, or hybrid funds. It’s never too early or too late to build a diversified investment strategy.
You should carefully consider investment objectives, risks, charges and expenses of Value Line Mutual Funds before investing. This and other information can be found in the fund’s prospectus and summary prospectus, which can be obtained free of charge from your investment representative, by calling 800.243.2729, or by clicking on the applicable fund at www.vlfunds.com. Please read it carefully before you invest or send money.
There are risks associated with investing in small and mid-cap stocks, which tend to be more volatile and less liquid than stocks of large companies, including the risk of price fluctuations.
Morningstar Risk Rating: An annualized measure of a fund’s downside volatility over a three-, five-, or ten-year period. This is a component of the Morningstar Risk-Adjusted Return. Morningstar Risk is displayed in decimal format. A high number indicates higher risk and low numbers indicate lower risk. In each Morningstar Category, the top 10% of investments earn a High rating, the next 22.5% Above Average, the middle 35% Average, the next 22.5% Below Average, and the bottom 10% Low. Morningstar Return Rating: An annualized measure of a fund’s load-adjusted excess return relative to the return of the 90-day Treasury Bill over a three-, five-, or ten-year period. This is a component of the Morningstar Risk-Adjusted Return. Morningstar Return Rating is derived directly from Morningstar Return. In each Morningstar Category, the top 10% of investments earn a High rating, the next 22.5% Above Average, the middle 35% Average, the next 22.5% Below Average, and the bottom 10% Low. Morningstar Risk and Return Ratings are calculated only for those investments with at least three years of performance history. ©Morningstar, Inc. All Rights Reserved. Past performance is no guarantee of future results.
Value Line Mutual Funds are distributed by EULAV Securities LLC. Past performance is no guarantee of future results. Value Line, Value Line Logo, Timeliness, Safety are trademarks or registered trademarks of Value Line Inc. and/or its affiliates in the United States and other countries. Used by permission.
CONTACT: Chris Cortezi Harborside Financial Media 443-279-2010 email@example.com
Source: Value Line Funds