Nasdaq - Delayed Quote USD

Value Line Mid Cap Focused (VLIFX)

37.48 -0.03 (-0.08%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 37.51
  • YTD Return 15.32%
  • Expense Ratio 1.08%
  • Category Mid-Cap Growth
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 1.91B
  • Beta (5Y Monthly) 0.91
  • Yield 0.02%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.01
  • Inception Date Aug 11, 2017

The fund invests substantially all of the fund's net assets in common stocks. Under normal circumstances, the Adviser invests at least 80% of the fund's assets in common stocks and other equity securities of mid-sized companies (the "80% Policy"). During the investment selection process, the Adviser performs fundamental and quantitative analysis on each company and utilizes the rankings of companies by the Value Line Timeliness? Ranking System (the "Ranking System") to assist in selecting securities for purchase.

Value Line

Fund Family

Mid-Cap Growth

Fund Category

1.91B

Net Assets

2017-08-11

Inception Date

Performance Overview: VLIFX

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Trailing returns as of 10/16/2024. Category is Mid-Cap Growth.

YTD Return

VLIFX
15.32%
Category
10.80%
?

1-Year Return

VLIFX
30.95%
Category
48.17%
?

3-Year Return

VLIFX
12.30%
Category
21.26%
?

5-Year Return

VLIFX
13.76%
Category
20.18%
?

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Holdings: VLIFX

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Top 10 Holdings (47.13% of Total Assets)

SymbolCompany% Assets
TYL
TYL 5.40%
HEI
HEI 5.29%
MPWR
MPWR 5.25%
MSCI
MSCI 5.02%
WCN
WCN 5.01%
FICO
FICO 4.49%
LII
LII 4.39%
CDW
CDW 4.29%
IT
IT 4.14%
IQV
IQV 3.84%

Sector Weightings

Recent News: VLIFX

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Research Reports: VLIFX

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