Value Line Premier Fund Quote
| VALSX Fund | USD 34.77 0.22 0.64% |
PerformanceVery Weak
| Odds Of DistressLow
|
Value Line is trading at 34.77 as of the 20th of March 2025; that is 0.64% up since the beginning of the trading day. The fund's open price was 34.55. Value Line has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests at least 80 percent of the funds net assets in a diversified portfolio of U.S. equity securities with favorable growth prospects. It may invest in small, mid or large capitalization companies, including foreign companies. There are no set limitations of investments according to a companys size or to a sector weighting.. More on Value Line Premier
Moving together with Value Mutual Fund
Value Mutual Fund Highlights
| Fund Concentration | Value Line Funds, Large Growth Funds, Large Growth, Value Line, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Value Line Premier [VALSX] is traded in USA and was established 20th of March 2025. Value Line is listed under Value Line category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Value Line family. This fund at this time has accumulated 387.08 M in net assets with minimum initial investment of 1 K. Value Line Premier is currently producing year-to-date (YTD) return of 1.62% with the current yeild of 0.0%, while the total return for the last 3 years was 11.54%.
Check Value Line Probability Of Bankruptcy
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 Premier 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.
Top Value Line Premier Mutual Fund Constituents
| AME | Ametek Inc | Stock | Industrials | |
| HSIC | Henry Schein | Stock | Health Care | |
| WCN | Waste Connections | Stock | Industrials | |
| MA | Mastercard | Stock | Financials | |
| ANSS | ANSYS Inc | Stock | Information Technology | |
| TTC | Toro Co | Stock | Industrials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| TDY | Teledyne Technologies Incorporated | Stock | Industrials |
Value Line Premier Risk Profiles
| Mean Deviation | 0.8293 | |||
| Standard Deviation | 1.67 | |||
| Variance | 2.8 | |||
| Risk Adjusted Performance | (0.11) |
Value Line Against Markets
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.
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