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A Value Line Fund Breaks With Tradition

The manager of Value Line Mid Cap Focused goes for companies with rising profits and climbing share prices.

The firm behind the venerable Value Line Investment Survey (VLIFX) opened its first mutual fund in 1950. For years, the managers of Value Line Fund assembled the portfolio by relying heavily on the Survey’s ranking system, which assigns stocks a short-term “time­liness” score of 1 (the top rating) to 5. But when Stephen Grant became manager in 2009, he took a different tack. He says that although he might take a look at a stock because of a good rating, the rankings don’t figure heavily into the fund’s overall strategy.

K10I-FUNDTRENDS_RANKINGS.indd
K10I-FUNDTRENDS_RANKINGS.indd

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@Rankings exclude share classes of this fund with different fee structures or higher minimum initial investments. r Maximum redemption fee. Sources: Morningstar Inc., Vanguard.

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