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Value Line Mid Cap Focused Institutional (VLMIX)

34.46
+0.07
+(0.20%)
At close: 8:02:19 PM EDT
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  • Previous Close 34.39
  • YTD Return 1.21%
  • Expense Ratio 0.87%
  • Category Mid-Cap Growth
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 1.95B
  • Beta (5Y Monthly) 0.91
  • Yield 0.27%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.10
  • Inception Date Aug 11, 2017

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.

Value Line

Fund Family

Mid-Cap Growth

Fund Category

1.95B

Net Assets

2017-08-11

Inception Date

Performance Overview: VLMIX

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Trailing returns as of 3/31/2025. Category is Mid-Cap Growth.

YTD Return

VLMIX
1.21%
Category
10.80%
 

1-Year Return

VLMIX
3.05%
Category
48.17%
 

3-Year Return

VLMIX
9.74%
Category
21.26%
 

5-Year Return

VLMIX
12.81%
Category
20.18%
 

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Holdings: VLMIX

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Sector Weightings

SectorVLMIX
Technology   33.42%
Industrials   29.13%
Healthcare   17.15%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: VLMIX

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Research Reports: VLMIX

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