VALLX : Value Line Larger Companies Focused Fund Investor Class

VALLX is a US Stocks Market Large Growth with HIGH fees.

VALLX

Value Line Larger Companies Focused Fund Investor Class

FI Score

34 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

34% FI Score
  • vallx
  • Mutual Fund
  • US Stocks
  • Large Growth

Value Line Larger Companies Focused Fund Investor Class

Expenses: 1.15% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term growth of capital. To achieve the fund's investment objective, the adviser invests substantially all of the fund's assets in common stock. Under normal circumstances, the Adviser expects that the fund's portfolio will generally consist of positions in 25 to 50 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.

Largest Holdings

Amount Holding
7.04% Amazon.com Inc
4.29% Facebook Inc A
3.93% ServiceNow Inc
3.74% Netflix Inc
3.70% Activision Blizzard Inc
3.62% Alphabet Inc A
3.57% Exelixis Inc
3.41% Splunk Inc
3.23% Alibaba Group Holding Ltd ADR
3.22% PayPal Holdings Inc
3.08% Visa Inc Class A
3.06% NVIDIA Corp
2.98% Alexion Pharmaceuticals Inc
2.74% DexCom Inc
2.74% Zendesk Inc
2.74% Biomarin Pharmaceutical Inc
2.47% Vertex Pharmaceuticals Inc
2.32% Exact Sciences Corp
2.26% Biohaven Pharmaceutical Holding Co Ltd
2.11% Adobe Inc
2.03% Salesforce.com Inc
1.94% Tencent Holdings Ltd ADR
1.90% Shopify Inc A
1.90% Microsoft Corp
1.90% CrowdStrike Holdings Inc Class A

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