VLIFX : Value Line Mid Cap Focused Fund

VLIFX is a US Stocks Market Mid-Cap Growth with MODERATE fees.

VLIFX

Value Line Mid Cap Focused Fund

FI Score

34 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

34% FI Score
  • vlifx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Value Line Mid Cap Focused Fund

Expenses: 1.11% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why »

Fund Summary

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.

Largest Holdings

Amount Holding
6.12% Ansys Inc
6.02% Teledyne Technologies Inc
5.51% Jack Henry & Associates Inc
4.63% Chemed Corp
4.07% Mettler-Toledo International Inc
3.98% Church & Dwight Co Inc
3.97% Heico Corp
3.81% Tyler Technologies Inc
3.64% Fair Isaac Corp
3.50% Pool Corp
3.30% Arch Capital Group Ltd
3.29% Ball Corp
3.18% Lennox International Inc
3.17% WR Berkley Corp
3.08% American Financial Group Inc
3.05% Cadence Design Systems Inc
2.99% Equity Lifestyle Properties Inc
2.84% AptarGroup Inc
2.58% TransDigm Group Inc
2.54% Waste Connections Inc
2.34% Exponent Inc
2.12% Rollins Inc
2.11% Churchill Downs Inc
2.05% Gartner Inc A
2.05% J&J Snack Foods Corp

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