Value Line Institutional Services

 

The Value Line Fund Advisor Pro


The Value Line Fund Advisor Pro 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 is 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, 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:

  • 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

 

Value Line Call Center

1-800-531-1425

Smart Research.
Smarter Investing.™

Value Line Institutional Services

85 Years of Powerful Thinking