Value Line Mid Cap Focused Fund Investor Class VLIFX
Strategy
The investment seeks long-term growth of capital. 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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VLIFX | Value Line Mid Cap Focused Fund Investor Class | No Load | Open | $347.52M | 1.090% | Above Average | $1,000 | −$85.67M | |||
VLMIX | Value Line Mid Cap Focused Fund Institutional Class | Institutional | Open | $515.84M | 0.850% | Average | $100,000 | −$757.01M |