Value Line is trading at 35.99 as of the 27th of July 2025; that is 0.59% up since the beginning of the trading day. The fund's open price was 35.78. Value Line has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 28th of April 2025 and ending today, the 27th of July 2025. Click here to learn more.
The fund invests substantially all of the funds net assets in common stocks. Under normal circumstances, the Adviser invests at least 80 percent of the funds assets in common stocks and other equity securities of mid-sized companies . 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 to assist in selecting securities for purchase.. More on Value Line Mid
Value Line Mid [VLIFX] is traded in USA and was established 27th of July 2025. Value Line is listed under Value Line category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Value Line family. This fund at this time has accumulated 850.71 M in net assets with no minimum investment requirementsValue Line Mid is currently producing year-to-date (YTD) return of 1.51% with the current yeild of 0.0%, while the total return for the last 3 years was 12.99%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Value Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Value Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Value Line Mid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Value Mutual Fund
Value Line financial ratios help investors to determine whether Value Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Value with respect to the benefits of owning Value Line security.