Looking at the durability of the firm's product roster, 62% of Value Line products have both survived and beaten their respective category median on a risk-adjusted basis over the past five years, as denoted by the firm's five-year risk-adjusted success ratio. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Value Line's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm’s average five-year Morningstar Rating is 3.4 stars, which is about standard. Fees on open-end and exchange-traded funds are a weakness of the firm, contributing negatively to the rating. On average, expenses on its funds are within the second most-expensive quintile compared with category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal.
Value Line earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive field.