Value Line Select Growth Fund

Frequently Asked Questions About VALSX

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 $273.9M 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.