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Value Line Larger Companies Focused Inv VALLX

Quantitative rating as of | See Value Line Investment Hub
  • NAV / 1-Day Return 21.80  /  0.77 %
  • Total Assets 241.7 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 27%

Morningstar’s Analysis VALLX

Will VALLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Value Line Larger Companies Focused Inv to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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