Value Line Larger Companies Focused Fund

Frequently Asked Questions About VALLX

What are the top holdings of VALLX?

A machine-readable holdings disclosure for Value Line Larger Companies Focused Fund (VALLX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does VALLX invest in?

Value Line Larger Companies Focused Fund (VALLX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is VALLX most exposed to?

VALLX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is VALLX a US-only fund?

The country allocation card on this page shows VALLX'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 VALLX invest in?

To achieve its investment objective, the fund primarily allocates its capital to common equities. Under typical market circumstances, the portfolio is anticipated to hold positions in a concentrated range of 25 to 50 companies. The adviser employs a comprehensive stock selection methodology, performing both in-depth fundamental and quantitative analysis on individual companies. This process is further augmented by incorporating the insights provided by the Value Line Timeliness™ Ranking System to guide its investment decisions.