Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Value Line Small Cap Opportunities Instl (VLEIX)

55.28
-2.79
(-4.80%)
At close: 8:02:19 PM EDT
Loading Chart for VLEIX
  • Previous Close 58.07
  • YTD Return -3.80%
  • Expense Ratio 0.98%
  • Category Small Growth
  • Last Cap Gain 44.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 716.09M
  • Beta (5Y Monthly) 0.97
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend --
  • Inception Date Jun 23, 1993

Under normal circumstances, the adviser invests at least 80% of the fund's assets in stocks of U.S. companies with small market capitalizations. A portion of the fund's assets may also be invested in stocks of U.S. mid-market capitalization companies. The adviser defines "stocks of U.S. companies" as companies that do business in the U.S., are organized in the U.S. or whose stock is traded on a U.S. exchange or over-the-counter market.

Value Line

Fund Family

Small Growth

Fund Category

716.09M

Net Assets

1993-06-23

Inception Date

Performance Overview: VLEIX

View More

Trailing returns as of 4/3/2025. Category is Small Growth.

YTD Return

VLEIX
3.80%
Category
12.40%
 

1-Year Return

VLEIX
3.95%
Category
55.69%
 

3-Year Return

VLEIX
7.11%
Category
19.34%
 

5-Year Return

VLEIX
11.17%
Category
20.72%
 

People Also Watch

Holdings: VLEIX

View More

Sector Weightings

SectorVLEIX
Industrials   41.34%
Technology   23.89%
Healthcare   7.89%
Utilities   0.66%
Real Estate   0.00%
Energy   0.00%

Recent News: VLEIX

View More

Research Reports: VLEIX

View More

Top Mutual Funds

Waiting for permission
Allow microphone access to enable voice search

Try again.