- What does VALSX invest in?
- This fund allocates at least 80% of its total capital to a diverse collection of American equities, prioritizing those with strong growth potential. Its investment scope is broad, encompassing companies of any market capitalization – be they small, mid, or large – and it also has the option to include international firms. Crucially, the fund maintains no rigid constraints on investments based on a company's scale or its industry sector weighting.
- What is the expense ratio of VALSX?
- Value Line Select Growth Fund (VALSX) charges an expense ratio of 1.16%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is VALSX?
- Value Line Select Growth Fund (VALSX) manages $293.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is VALSX actively managed or an index fund?
- VALSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was VALSX launched?
- Value Line Select Growth Fund (VALSX) launched in January 1980 and is managed by the fund issuer.
- How has VALSX performed?
- VALSX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
