Our History

Invest in the power of disciplined, rigorous research. Over 60 years of history

Over the course of six decades, Value Line Funds have grown into a fund family that includes a wide range of solutions designed to meet virtually any investment goal. Whether you are looking for income or long-term capital appreciation, you can rely on the solid fundamentals of Value Line Funds.

Strategies That Have Stood the Test of Time

1950
The Value Line Fund seeks long-term growth of capital. Current income is a secondary objective.
1952
Value Line Income and Growth Fund's primary investment objective is income, as high and dependable as is consistent with reasonable risk. Capital growth to increase total return is a secondary objective.
1956
Value Line Premier Growth Fund seeks long- term growth of capital. No consideration is given to current income in the choice of investments.
1972
Value Line Larger Companies Fund's sole investment objective is to realize capital growth.
1983
Value Line Centurion Fund* seeks long-term growth of capital.
1984
The Value Line Tax Exempt Fund seeks to provide investors with the maximum income exempt from federal income taxes while avoiding undue risk to principal. The fund may be subject to state and local taxes and the Alternative Minimum Tax (if applicable).
1986
Value Line Core Bond Fund† seeks to maximize current income.
1987
Value Line Strategic Asset Management Trust* seeks to achieve a high total investment return consistent with reasonable risk.
1993
Value Line Small Cap Opportunities Fund invests in US common stocks of small capitalization companies, with its primary objective being long-term growth of capital.
1993
Value Line Asset Allocation Fund seeks high total investment return, consistent with reasonable risk. The Fund invests in stocks, bonds and money market instruments utilizing quantitative modeling to determine the asset mix.
*

Only available through the purchase of Guardian Investor, a tax deferred variable annuity, or ValuePlus, a variable life insurance policy.

This strategy changed from High Yield securities to investment grade debt securities in December 2012.