Value Line Mid Fund Quote

VLMIX Fund  USD 34.48  0.54  1.59%   

Performance

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Odds Of Distress

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Value Line is trading at 34.48 as of the 18th of March 2025; that is 1.59 percent up since the beginning of the trading day. The fund's open price was 33.94. Value Line has about a 21 % 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 18th of December 2024 and ending today, the 18th of March 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

Moving together with Value Mutual Fund

  0.78VALIX Value Line IncomePairCorr
  0.82VALLX Value Line LargerPairCorr
  0.86VALSX Value Line PremierPairCorr
  0.86VILSX Value Line SelectPairCorr
  0.81VLAAX Value Line AssetPairCorr

Value Mutual Fund Highlights

Fund ConcentrationValue Line Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Value Line, Large, Mid-Cap Growth (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Value Line Mid [VLMIX] is traded in USA and was established 18th of March 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 minimum initial investment of 100 K. Value Line Mid is currently producing year-to-date (YTD) return of 0.14% with the current yeild of 0.0%, while the total return for the last 3 years was 9.67%.
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 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.

Top Value Line Mid Mutual Fund Constituents

IDXXIDEXX LaboratoriesStockHealth Care
ITGartnerStockInformation Technology
WCNWaste ConnectionsStockIndustrials
TDYTeledyne Technologies IncorporatedStockIndustrials
TDGTransdigm Group IncorporatedStockIndustrials
POOLPool CorporationStockConsumer Discretionary
MTDMettler Toledo InternationalStockHealth Care
LIILennox InternationalStockIndustrials
More Details

Value Line Mid Risk Profiles

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.
Portfolio Holdings
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Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years