- What are the top holdings of VALIX?
- Value Line Capital Appreciation Fund, Inc. Investor Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does VALIX have?
- VALIX holds — positions as reported by the fund's most recent disclosure.
- What sectors does VALIX invest in?
- Value Line Capital Appreciation Fund, Inc. Investor Class (VALIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is VALIX most exposed to?
- VALIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is VALIX a US-only fund?
- The country allocation card on this page shows VALIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does VALIX invest in?
- This fund strategically diversifies its investments across a mix of stocks, bonds, and short-term liquid assets. A minimum of 50% of its net holdings are dedicated to equity instruments, which include common and preferred shares, or securities convertible into common stock, regardless of whether they pay dividends. The remainder of the portfolio is predominantly channeled into U.S. government debt, corporate bonds rated as investment-grade (from AAA to BBB when purchased), other fixed-income products, or cash equivalents.
