Value Line Fund Report
By Richard Loth (Contact | Biography)
In terms of accessibility, the Value Line Mutual Fund Survey fund reports are not as easy to obtain as the reports from Morningstar. These reports are also substantially more expensive. However, if you have, or aspire to have, a mutual fund portfolio in the $75,000 to $100,000 range, the Value Line fund reports are worthwhile. Their analytical commentary feature is not as strong as Morningstar's, but their "Past Market Cycle Performance" and "Portfolio Manager Rating" are unique, valuable report components.
The Value Line Fund Survey can be subscribed to either in print or electronically. (Check out a sample Value Line Survey.)
For related reading, see Picking The Right Mutual Fund and Can You Pick The Winners At The Mutual Fund Track?
Return to the Main Menu.
In terms of accessibility, the Value Line Mutual Fund Survey fund reports are not as easy to obtain as the reports from Morningstar. These reports are also substantially more expensive. However, if you have, or aspire to have, a mutual fund portfolio in the $75,000 to $100,000 range, the Value Line fund reports are worthwhile. Their analytical commentary feature is not as strong as Morningstar's, but their "Past Market Cycle Performance" and "Portfolio Manager Rating" are unique, valuable report components.
The Value Line Fund Survey can be subscribed to either in print or electronically. (Check out a sample Value Line Survey.)
For related reading, see Picking The Right Mutual Fund and Can You Pick The Winners At The Mutual Fund Track?
Return to the Main Menu.
Next: Retirement Plan Documentation and Other Sources »
Table of Contents
- Finding Mutual Fund Data
- Morningstar Fund Report
- Value Line Fund Report
- Retirement Plan Documentation and Other Sources
by
Richard Loth
Richard Loth has more than three decades of international experience in banking (Citibank, Industrial National Bank, and Bank of Montreal), corporate financial consulting, and non-profit development assistance programs. During the past 12 years, he has been a registered investment adviser and a published author of books and publications on investing. Currently, he devotes his professional activities to educational endeavors, writing and lecturing, aimed at helping individual investors improve their investing know-how (see www.lothinvest.com)
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