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Morningstar: 75% of Value Line Funds’ Equity Funds Have Lower Volatility

With Value Line Funds, investors can be comforted that 75% of our equity funds have been awarded either a “Low or Below Average” Morningstar risk rating for the 3, 5 and 10 years ended May 31, 2018.

Daily Fund Prices as of 11/15/18

Value Line Equity Funds

NAV ($) $ Change % Change
Mid Cap Focused 21.34 $0.35 1.67%
Larger Companies Focused 30.59 $0.68 2.27%
Small Cap Opportunities 53.56 $0.87 1.65%
Premier Growth 35.96 $0.50 1.41%

Value Line Hybrid Funds

NAV ($) $ Change % Change
Asset Allocation 33.48 $0.30 0.90%
Capital Appreciation 10.23 $0.19 1.89%

Value Line Fixed Income Funds

NAV ($) $ Change % Change
Core Bond 14.22 $-0.01 -0.07%
Tax Exempt 9.48 $0.01 0.11%

Value Line Equity Funds

NAV ($) $ Change % Change
Mid Cap Focused 21.40 $0.35 1.66%
Larger Companies Focused 30.64 $0.67 2.24%
Small Cap Opportunities 54.00 $0.87 1.64%

Value Line Hybrid Funds

NAV ($) $ Change % Change
Asset Allocation 33.62 $0.30 0.90%
Capital Appreciation 10.19 $0.20 2.00%

The Value Line Fund Family

A welcome message from Mitchell Appel, President of Value Line Funds.

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.

Value Line Funds are available through Financial Advisors and directly through the fund company.

At Value Line Funds, we believe it’s never too early or too late to build a diversified investment portfolio.