Value Line Premier Growth 220 E 42nd St New York NY 10017 Map
Phone: 800-243-2729
| Category: | Mid-Cap Growth | | Fund Family: | Value Line | | Net Assets: | 335.58M | | Year-to-Date Return: | 24.63% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-May-56 |
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Stephen E. Grant
Lead Manager since
31-Dec-96 | | | Grant is primarily responsible for the day-to-day management of the Trust's equity portfolio. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term growth of capital. The fund invests at least 80% of the net assets in a diversified portfolio of U.S. equity securities with favorable growth prospects. It may invest in small, mid or large capitalization companies, including foreign companies. There are no set limitations of investments according to a company's size. |
| Last Dividend
(18-Dec-07):
| 0.03 | | Last Cap Gain
(23-Dec-08):
| 0.85 | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 125.67% |
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| Expense | VALSX | Category Avg | | Total Expense Ratio: | 1.16%
| 1.45% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 368 | $714 | | 5 Yr Expense Projection*: |
$ 638 | $1,046 | | 10 Yr Expense Projection*: |
$ 1,409 | $2,067 |
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