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Nasdaq - Delayed Quote USD

Value Line Asset Allocation Instl (VLAIX)

41.34
+0.37
+(0.90%)
At close: 8:02:20 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe

Fund Summary

To achieve the fund's investment objective, the adviser invests in a broad range of common stocks, bonds and money market instruments. The Adviser attempts to achieve its objective by following an asset allocation strategy that enables the Adviser to periodically shift the assets of the fund among three types of securities: (a) common stocks, (b) debt securities with maturities of more than one year that are principally rated investment grade and (c) money market instruments.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Value Line
Net Assets 874.16M
YTD Return 1.28%
Yield 1.68%
Morningstar Rating
Inception Date Oct 30, 2015

Performance & Risk

YTD Return 0.84%
5y Average Return 8.83%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

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