Nasdaq - Delayed Quote USD
Value Line Asset Allocation Instl (VLAIX)
As of 8:06 AM EST. Market Open.
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Commonwealth Universe
Fund Summary
To achieve the fund's investment objective, the adviser invests in a broad range of common stocks, bonds and money market instruments. The Adviser attempts to achieve its objective by following an asset allocation strategy that enables the Adviser to periodically shift the assets of the fund among three types of securities: (a) common stocks, (b) debt securities with maturities of more than one year that are principally rated investment grade and (c) money market instruments.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Value Line |
| Net Assets | 937.42M |
| YTD Return | 10.10% |
| Yield | 1.10% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2015 |
Performance & Risk
| YTD Return | 13.68% |
| 5y Average Return | 9.37% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
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