Video Commentary
Why Consider a Focused Fund?
In this video, we discuss why investors should consider a Focused Fund, a “best ideas” portfolio of 25-50 positions. As a core holding or satellite position, we believe the Value Line Focused Funds can serve as an excellent addition to investors’ portfolios.
Transcript:
As one of America's oldest mutual fund companies, the Value Line funds have been helping investors to achieve their financial goals for over seventy-five years.
We aim to provide quality investment products that are easily understood and have the opportunity to generate above average performance over time.
With a fund lineup that features many highly rated equity and hybrid funds, consider the three Value Line focused funds.
The Value Line Mid Cap Focused Fund, the Value Line larger Companies Cocused Fund, and the Value Line Select Growth Fund are concentrated portfolios that represent our best ideas in the mid-cap and large company space.
Each fund generally holds twenty five to fifty companies that we believe have the opportunity to outperform. By owning fewer securities than a typical portfolio, more capital can be allocated to the portfolio manager's best ideas while maintaining a diversified portfolio.
We believe that these three funds can serve as an excellent complementary position to investors' core portfolios, and we invite you to take a closer look.
With Value Line funds, investors can be confident that we are straightforward in our investment approach.
We understand how important your money is, and we value your trust and confidence in us.
As you explore our website, we encourage you to take a look at our shareholder newsletter, read our portfolio manager commentaries, and download information on each of our funds.
Thank you again for your interest and we look forward to welcoming you to the Value Line Funds.
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 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.
Past performance is no guarantee of future results. Value Line mutual funds are distributed by EULAV Securities LLC. Value Line Value Line logo. Timeliness, safety are trademarks or registered trademarks of Valu Line Inc., and or its affiliates in the United States and other countries. Used by permission.
