Value Line Funds Lineup
| Fund | Category | Factsheet | Manager Q&A |
|---|---|---|---|
| Small Cap Opportunities Fund | Equity Funds | October | Q3 2025 |
| Mid Cap Focused Fund | Equity Funds | October | Q3 2025 |
| Larger Companies Focused Fund | Equity Funds | October | Q3 2025 |
| Select Growth Fund | Equity Funds | October | Q3 2025 |
| Asset Allocation Fund | Hybrid Funds | October | Q3 2025 |
| Capital Appreciation Fund | Hybrid Funds | October | Q3 2025 |
| Core Bond Fund | Fixed Income Fund | October |
For Financial Advisors
This information is solely for registered advisors.
News & Updates
- The Special Meeting of Shareholders of the Value Line Core Bond, to vote on the Plan of Liquidation and Termination of the fund, was held on November 14, 2025, and the Plan was approved by the shareholders of the Fund. As a result of this approval, the Fund will liquidate and dissolve pursuant to the Plan of Liquidation and Termination. The Fund will begin winding up its business and affairs as soon thereafter as is reasonably practicable. The liquidation is expected to occur by the end of November 2025.
Commentary
VLF Alert
The Value Line Funds Family
With a history that traces its roots back to 1950, the Value Line Funds have evolved into a diversified family of mutual funds with a wide range of investment objectives. The Value Line Funds include equity, fixed income and hybrid funds and are designed to help investors meet their long-term investment goals.
A Focused Approach
A concentrated equity portfolio is distinct from other mutual funds in that it is generally focused on a portfolio manager's "best ideas."
For example, a concentrated fund may have 2% each of 50 stocks versus a more diluted fund with 0.5% each of 200 stocks.
