A contributing factor to the firm's favorable rating is its impressive track record of endurance. The Value Line five-year risk-adjusted success ratio is 69%, meaning that over the period, 69% of its products have survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. It's encouraging to see Value Line showcase strong risk-adjusted performance, with an average 10-year Morningstar Rating of 3.7 stars across its open-end and exchange-traded funds. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Value Line's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.
Value Line has a strong investment culture as a firm, resulting in an Above Average Parent Pillar rating.