VLEOX – Value Line Small Cap Opportunities Inv Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the adviser invests at least 80% of the fund's assets in stocks of U.S. companies with small market capitalizations. A portion of the fund's assets may also be invested in stocks of U.S. mid-market capitalization companies. The adviser defines "stocks of U.S. companies" as companies that do business in the U.S., are organized in the U.S. or whose stock is traded on a U.S. exchange or over-the-counter market.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VLEOX	Value Line Small Cap Opportunities Fund Investor Class	No Load	Open			Jun 23, 1993	$339.10M	1.210%	Above Average	$1,000	−$49.11M
VLEIX	Value Line Small Cap Opportunities Fund Institutional Class	Institutional	Open			Oct 30, 2015	$384.34M	0.970%	Above Average	$100,000	−$112.11M

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