Value Line Mid Fund Quote
| VLIFX Fund | USD 32.85 0.24 0.74% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Value Line is trading at 32.85 as of the 25th of April 2024; that is 0.74 percent increase since the beginning of the trading day. The fund's open price was 32.61. Value Line has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Value Line Mid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. 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
| 0.81 | VALIX | Value Line Me | PairCorr |
| 0.87 | VALLX | Value Line Larger | PairCorr |
| 0.95 | VALSX | Value Line Premier | PairCorr |
| 0.96 | VILSX | Value Line Select | PairCorr |
| 0.89 | VLAAX | Value Line Asset | PairCorr |
| 0.9 | VLAIX | Value Line Asset | PairCorr |
Value Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Value Line's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Value Line or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Value Line Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Value Line, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Value Line Mid [VLIFX] is traded in USA and was established 25th of April 2024. 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 no minimum investment requirementsValue Line Mid is currently producing year-to-date (YTD) return of 1.15% with the current yeild of 0.0%, while the total return for the last 3 years was 7.77%.
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
| ROP | Roper Technologies Common | Stock | Industrials |
| IDXX | IDEXX Laboratories | Stock | Health Care |
| WCN | Waste Connections | Stock | Industrials |
| IT | Gartner | Stock | Information Technology |
| WRB | W R Berkley | Stock | Financials |
| TYL | Tyler Technologies | Stock | Information Technology |
| TDY | Teledyne Technologies Incorporated | Stock | Industrials |
Value Line Target Price Odds Analysis
Based on a normal probability distribution, the odds of Value Line jumping above the current price in 90 days from now is about 84.79%. The Value Line Mid probability density function shows the probability of Value Line mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0982. This entails Value Line Mid market returns are sensitive to returns on the market. As the market goes up or down, Value Line is expected to follow. Additionally, value Line Mid has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Value Line to move above the current price in 90 days from now is about 84.79 (This Value Line Mid probability density function shows the probability of Value Mutual Fund to fall within a particular range of prices over 90 days) .
Value Line Top Holders
| SMIFX | Sound Mind Investing | Mutual Fund | Allocation--85%+ Equity |
Value Line Mid Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Value Line market risk premium is the additional return an investor will receive from holding Value Line long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Value Line. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Value Line's alpha and beta are two of the key measurements used to evaluate Value Line's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6623 | |||
| Semi Deviation | 0.7933 | |||
| Standard Deviation | 0.8325 | |||
| Variance | 0.693 |
Value Line Against Markets
Picking the right benchmark for Value Line mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Value Line mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Value Line is critical whether you are bullish or bearish towards Value Line Mid at a given time. Please also check how Value Line's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Value Line without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Value Mutual Fund?
Before investing in Value Line, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Value Line. To buy Value Line fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Value Line. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Value Line fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Value Line Mid fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Value Line Mid fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Value Line Mid, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Value Line Mid?
The danger of trading Value Line Mid is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Value Line is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Value Line. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Value Line Mid is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Value Line Mid. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. For more information on how to buy Value Mutual Fund please use our How to Invest in Value Line guide.Note that the Value Line Mid information on this page should be used as a complementary analysis to other Value Line's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.