VLMIX – Value Line Mid Cap Focused Inst Investment Strategy | Morningstar

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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			Mar 1, 1950	$361.09M	1.090%	Above Average	$1,000	−$85.91M
VLMIX	Value Line Mid Cap Focused Fund Institutional Class	Institutional	Open			Aug 11, 2017	$588.33M	0.850%	Average	$100,000	−$754.68M

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