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.
Strategies That Have Stood the Test of Time
- 1950
- The Value Line Fund seeks long-term growth of capital. Current income is a secondary objective.
- 1952
- Value Line Income and Growth Fund's primary investment objective is income, as high and dependable as is consistent with reasonable risk. Capital growth to increase total return is a secondary objective.
- 1956
- Value Line Premier Growth Fund seeks long- term growth of capital. No consideration is given to current income in the choice of investments.
- 1972
- Value Line Larger Companies Fund's sole investment objective is to realize capital growth.
- 1979
- Value Line U.S. Government Money Market Fund**, a money market fund, seeks to secure as high a level of current income as is consistent with maintaining liquidity and preserving capital. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.
- 1981
- Value Line U.S. Government Securities Fund seeks maximum income without undue risk to capital. Under normal conditions, at least 80% of the value of its net assets will be invested in securities issued or guaranteed by the U.S. Government or its agencies and instrumentalities.
- 1983
- Value Line Centurion Fund* seeks long-term growth of capital.
- 1984
- The Value Line Tax Exempt Fund seeks to provide investors with the maximum income exempt from federal income taxes while avoiding undue risk to principal. The fund may be subject to state and local taxes and the Alternative Minimum Tax (if applicable).
- 1986
- Value Line Aggressive Income Trust seeks to maximize current income.
- 1987
- Value Line New York Tax Exempt Trust seeks to provide New York taxpayers with the maximum income exempt from New York State, New York City and federal income taxes while avoiding undue risk to principal. The Trust may be subject to state and local taxes and the Alternative Minimum Tax (if applicable).
- Value Line Strategic Asset Management Trust* seeks to achieve a high total investment return consistent with reasonable risk.
- 1993
- Value Line Emerging Opportunities Fund invests in US common stocks of small capitalization companies, with its primary objective being long-term growth of capital.
- 1993
- Value Line Asset Allocation Fund seeks high total investment return, consistent with reasonable risk. The Fund invests in stocks, bonds and money market instruments utilizing quantitative modeling to determine the asset mix.
* Only available through the purchase of Guardian Investor, a tax deferred variable annuity, or ValuePlus, a variable life insurance policy.
** Effective August 19, 2009, The Value Line Cash Fund, Inc. changed its name to the Value Line U.S. Government Money Market Fund, Inc.