Value Line Larger Companies
220 E 42nd St New York NY 10017
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Phone: 800-243-2729
| Category: | Large Growth | | Fund Family: | Value Line | | Net Assets: | 201.13M | | Year-to-Date Return: | 14.34% | | Yield: | 0.17% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-72 |
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Bradley Brooks
Lead Manager since
08-Jun-05 | | | Brooks has been a portfolio manager with Value Line during the past five years and has been a portfolio manager of the fund since April 2002. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks capital growth. The fund invests substantially all of assets in common stocks and usually purchases common stocks of the 100 largest companies by capitalizations that are ranked 1 or 2 by the Ranking System which may include foreign companies. The Fund usually sells a stock when its rank falls below 2. |
| Last Dividend
(23-Dec-08):
| 0.03 | | Last Cap Gain
(23-Dec-08):
| 0.17 | | Annual Holdings Turnover
| 157.00% | | Average for Category:
| 112.30% |
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| Expense | VALLX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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