NEW YORK, April 26, 2017 (GLOBE NEWSWIRE) -- Value Line Funds, a mutual fund company with equity, hybrid and alternative funds with assets of over $2.3 billion, announced that the Value Line Small Cap Opportunities Fund has surpassed $500 million in assets.
Often, investing in small cap stocks exposes investors to greater volatility in their portfolio. However, as of March 31, 2017, the Value Line Small Cap Opportunities Fund was the only fund in Morningstar’s Small Growth category to receive an “Above Average” Return Rating with a “Low” Risk Rating for each of the 3-, 5- and 10-year periods, out of 386 funds.
“We believe advisors and investors have sought out the Fund due to its attractive risk and reward characteristics,” said Mitchell Appel, President of Value Line Funds. “When it comes to small-cap growth investing, we believe investors don’t have to accept more risk to receive more return.”
The Value Line Small Cap Opportunities Fund was launched in 1993 and has been managed by veteran Portfolio Manager Stephen Grant since 1998. The Fund primarily invests in small-cap growth companies with consistent track records of growth in both earnings and stock price over the long term, preferably eight to ten years or more.
“Another important aspect to consider when investing in small-cap funds is capacity,” said Marketing Director, Thomas Sarkany. “While many small-cap funds are capacity constrained and have closed or are at risk of closing to new investors, the Value Line Small Cap Opportunities Fund has ample room for asset growth while maintaining the integrity of our time-tested investment process.”
“With a growing array of new investors and advisors purchasing the Fund, passing the $500 million milestone during this market rally is even more rewarding when you consider that the Fund’s assets were approximately $375 million a little over a year ago,” added Appel.
About Value Line Funds
In 1950, Value Line started its first mutual fund. Since then, knowledgeable investors have been relying on the Value Line Funds to help them build their financial futures. Over the years, Value Line Funds has evolved into what it is today — a diversified family of mutual funds with a wide range of investment objectives, available directly to investors or through brokerage firms or financial advisors.
Our family of mutual funds is designed to help investors meet investment goals and includes a variety of equity, fixed income, alternative and hybrid funds. It’s never too early or too late to build a diversified investment strategy.
For more information about Value Line Funds, please call your financial advisor or contact the Value Line Funds at 800-243-2729. Visit www.vlfunds.com for information on how to open an account, learn more about any of our funds and view past performance.
Past performance is no guarantee of future results.
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, or 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 cap stocks, which tend to be more volatile and less liquid than stocks of large companies, including the risk of price fluctuations.
The inception dates of Value Line Mutual Funds range from 1950 to 2016. Value Line Mutual Funds are distributed by EULAV Securities LLC.
Value Line, Value Line Logo, Timeliness, Safety are trademarks or registered trademarks of Value Line Inc. and/or its affiliates in the United States and other countries. Used by permission.