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Morningstar

Value Line Small Cap Opportunities Inv VLEOX

Morningstar Analyst Rating
Quantitative rating as of | See Value Line Investment Hub
  • NAV / 1-Day Return 47.89  /  0.46 %
  • Total Assets 409.2 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 3%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 10:55 PM GMT+00:00

Morningstar’s Analysis VLEOX

Will VLEOX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VLEOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the VLEOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of VLEOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin Value Line Small Cap Opportunities Inv's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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