Funds


Diversify your portfolio and control risk with mutual funds.

Choose the Value Line package that’s right for you:

The Value Line

Fund Advisor

$
116
/year

To maximize your upside potential and minimize your downside risk over the long term, follow the pros and diversify your portfolio. Diversifying mutes the downdraft from poorly performing stocks, and escalates the upside from highly performing stocks. The surest way to diversify is to invest in mutual funds.

The Value Line Fund Advisor gives you the power to negotiate the maze of mutual fund choices with confidence. As a subscriber, you’ll have proprietary research on thousands of funds at your fingertips, based on your risk tolerance and time horizon.

Exclusive Benefits

Coverage
  • Approximately 12,000 mutual funds, including no-load and low-load funds
  • Grouped into 6 general categories (general, special, international and partial equity; taxable fixed income and tax-free income)
  • 31 subgroups that define each fund by investment objective (e.g., aggressive growth, foreign stock, corporate bonds)
Features
  • Print editions with daily web updates. Monthly print issues with comprehensive, tabular index of more than 800 key funds grouped by category, with more than 24 data points and performance indicators for each fund. Daily profile updates available online.
  • Three free guides. The advice and information you need to build a diversified portfolio of mutual funds.

    • Value Line’s Guide to Planning an Investment Strategy
    • The Complete Overview of The Value Line Fund Advisor
    • The In-depth Guide to Reading a Fund Advisor Report
  • Performance index. Value Line’s experience-proven Ranking System for both funds and fund managers, with performance figures going back as far as 20 years.
  • Value Line asset-allocation model. Uses your personal profile to guide your thinking about your investment objectives, risk tolerance, and other criteria.
  • Screener. Connect to a vast range of fund performance, investment style, expense and portfolio data as well as Value Line rankings, so you can select funds that fit your investment strategy.
  • Additional features:

    • Analyst commentary on markets, the economy, industry sectors, and portfolio strategies.
    • Monthly spotlight on two key funds within selected asset classes, with in-depth reports and analyst discussions.
    • “Short List” of updated fund recommendations for all asset-allocation models.
    • Best- and worst-performing funds for each fund category and risk level, plus benchmark performance averages for various investment objective groups and time periods
Fund Advisor  $116/yearsubscribenow

The Value Line

Fund Advisor Plus

$
345
/year

Everything in Fund Advisor and more.

Fund Advisor Plus is the premium version of Fund Advisor for sophisticated individual investors. It gives you access to the entire Value Line database of no-load and low-load mutual funds, each with its own printable fact sheet and each fully searchable via online screening.

This comprehensive service allows you to view, sort, screen, and develop reports on all funds to identify those that meet your specific criteria.

Exclusive Benefits

Coverage
  • Approximately 20,000 mutual funds, including no-load and low-load funds
  • Grouped into 6 general categories (general, special, international and partial equity; taxable fixed income and tax-free income)
  • 31 subgroups that define each fund by investment objective (e.g., aggressive growth, foreign stock, corporate bonds)
Features
  • Print editions with daily web updates. Monthly print issues with comprehensive, tabular index of more than 800 key funds grouped by category, with more than 24 data points and performance indicators for each fund. Daily profile updates available online.
  • Three free guides. The advice and information you need to build a diversified portfolio of mutual funds.

    • Value Line’s Guide to Planning an Investment Strategy
    • The Complete Overview of The Value Line Fund Advisor
    • The In-depth Guide to Reading a Fund Advisor Report
  • Performance index. Value Line’s performance-proven Ranking System for both funds and fund managers, with performance figures going back as far as 20 years.
  • Value Line asset-allocation model. Uses your personal profile to guide your thinking about your investment objectives, risk tolerance, and other criteria.
  • Screener. Connect to a vast range of fund performance, investment style, expense and portfolio holdings data as well as Value Line rankings so you can select funds that fit your investment strategy.
  • Additional features:

    • Analyst commentary on markets, the economy, industry sectors, and portfolio strategies.
    • Monthly spotlight on two key funds within selected asset classes, with in-depth reports and analyst discussions.
    • “Short List” of updated fund recommendations for all asset-allocation models.
    • Best- and worst-performing funds for each fund category and risk level, plus benchmark performance averages for various investment objective groups and time periods
Fund Advisor Plus  $345/yearsubscribenow

To speak to a representative or purchase by phone, call: 1-800-VALUELINE (1-800-825-8354)

Packages and prices shown are for individual investors. Professionals and libraries: visit valuelinepro.com for institutional services, rates and benefits.