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Funds / Commentaries

June 30, 2014 Mid Year Mutual Fund Review

07/28/2014 The stock market continued its forward move during the second quarter of 2014. The Dow gained a modest 2.2% during the second quarter, while achieving a 7.9% return year to date. The market also showed broader strength for the first six months of 2014, with the Russell 3000 Index reporting a gain of 9.9%.
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Funds / Analyst Ideas

Mutual Fund Screen: Environmentally Conscious Funds - May 21, 2014

05/21/2014 The twenty first century has certainly been a time when many individuals and corporations have embraced the concept of being environmentally conscious. Thus, it should come as no surprise that the idea has made its way into the investing styles of mutual funds and ETFs.
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Funds / Commentaries

March 31, 2014: A Five-Year Review

04/30/2014 The stock market ended the first quarter of 2014 on a choppy note. Despite this fact, when one thinks back to five years ago when the bull market began, it has been a very productive period for fund investors.
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Funds / Commentaries

Dividend Funds

03/26/2014 Investing in dividend paying stocks and funds that have an objective of selecting dividend paying securities for income and/or capital appreciation is a time tested method for success as part of a model portfolio. They are popular among individuals for their retirement portfolios and as part of their taxable investments as well.
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Funds / Analyst Ideas

Top-Performing Precious Metals Mutual Funds for January 2014

02/28/2014 The Value Line Precious Metals objective group covers mutual funds that invest the majority of their assets in gold and/or precious metal stocks or bullion.  Gold can serve as an important (albeit smaller) component of an investor’s fund portfolio. This is due to the fact that it can act as a hedge against inflation and declining currency prices, notably the US$.
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Funds / Commentaries

December 31, 2013 Quarterly Mutual Fund Review

02/14/2014 The stock market ended the fourth quarter of 2013 on a strong note. The Dow gained nearly 10% for the fourth quarter, while achieving a very impressive 26.5% return for the full calendar year.
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Funds / Analyst Ideas

Mutual Fund Screen: Top-Performing Diversified Bond Mutual Funds, October, 2013

11/01/2013 Value Line’s Diversified Bond objective group consists of funds that invest in a mix of corporate and government fixed-income securities in pursuit of current income.
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Funds / Analyst Ideas

Mutual Fund Screen: Top-Performing Financial Services Equity Funds, September, 2013

10/03/2013 Value Line’s Financial Services objective group is a collection of funds that has the stated policy of investing at least 50% of assets in common stocks of financial services and related companies.
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Funds / Analyst Ideas

Mutual Fund Screen: Top-Performing European Equity Funds, September, 2013

10/03/2013 Value Line’s European Equity objective group is comprised of mutual funds that are mandated to invest at least 50% of their net assets in equity securities of European companies, though most typically have more than that amount invested in the region.
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