Value Line Emerging OpportunitiesVLEOX

Morningstar Rating

Fund Research and Analysis

by Ryan Leggio

Value Line Emerging Opportunities' regulatory troubles are the nail in the coffin.

On Nov. 4, 2009, Value Line Inc., this fund's investment advisor, announced that it had settled a previously disclosed SEC investigation begun in 2005 for nearly $45 Read more

Kudos

Above-average long-term record.

Experienced manager who has run the fund since 1998.

Risks

Its momentum-based strategy means that the fund can get left behind when the market changes direction abruptly.

Events surrounding SEC settlement are troubling.

Could be cheaper. Read more

Strategy

This fund owns more than 400 stocks at any given time, at least 65% of which must have market caps below $2.5 billion. Although the Value Line stock-rating system comes into play in picking stocks for Read more

Management

Steve Grant has managed this fund since mid-1998, and he has also managed Value Line Premier Growth VALSX since 1996 and Value Line Asset Allocation VLAAX since its 1993 inception. Read more

Inside Scoop

This fund applies the Value Line rating system to small-cap stocks, but manager Steve Grant goes beyond that ranking system and applies additional criteria. The fund has Read more

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