Our Differentiated Hybrid Funds
Value Line Funds President Mitchell Appel introduces investors to the hybrid funds in our fund family. These two funds contain a flexible allocation of growth-oriented stocks and high-quality bonds and the percentage of each asset class can change based on relative opportunity. As one of America’s oldest mutual fund companies, the Value Line Funds have been helping investors to achieve their financial goals for over 60 years. We thank you for your interest and invite you to learn more.
Hello, I’m Mitchell Appel, President of the Value Line Funds and I’d like to welcome you to our fund family.
As one of America’s oldest mutual fund companies, the Value Line Funds have been helping investors to achieve their financial goals for over 60 years. We aim to provide quality investment products that are easily understood and have the opportunity to generate above average performance over time and to do so with less relative risk.
With a fund line-up that features hybrid and equity funds, I’d like to draw your attention to our two highly rated hybrid funds - the Capital Appreciation Fund and the Value Line Asset Allocation Fund. These two funds contain a flexible allocation of growth-oriented stocks and high quality bonds and the percentage of each asset class can change based upon the relative opportunity.
The Capital Appreciation Fund features an equity allocation that includes primarily large company stocks with strong brand names and dominant business lines and has 70-85% overall portfolio weighting to stocks. On the other hand, the Asset Allocation Fund contains a little less on the stock side, generally 50-70% of the portfolio. Although this fund contains a mix of large, mid and small growth-oriented companies, the majority of stocks in the portfolio are generally smaller in size and have exhibited consistent growth in both earnings and stock price over long periods of time.
I invite you to learn more about these two flexible allocation funds and how they can act as a professionally managed solution to core investing.
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, I encourage you to take a look at our shareholder newsletters, 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.