Value Line Income Fund Quote
| VALIX Fund | USD 12.97 0.08 0.62% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Value Line is trading at 12.97 as of the 22nd of November 2024; that is 0.62 percent increase since the beginning of the trading day. The fund's open price was 12.89. Value Line has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Value Line Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The fund allocates its assets amongst equity securities, fixed income securities and money market instruments. It invests not less than 50 percent of its net assets in common or preferred stocks or securities convertible into common stock which may or may not pay dividends. More on Value Line Income
Moving together with Value Mutual Fund
| 1.0 | VALLX | Value Line Larger | PairCorr |
| 0.73 | VALSX | Value Line Premier | PairCorr |
| 0.74 | VILSX | Value Line Select | PairCorr |
| 0.69 | VLAAX | Value Line Asset | PairCorr |
Moving against Value Mutual Fund
Value Mutual Fund Highlights
| Fund Concentration | Value Line Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Value Line (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Value Line Income [VALIX] is traded in USA and was established 22nd of November 2024. Value Line is listed under Value Line category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Value Line family. This fund at this time has accumulated 422.38 M in net assets with no minimum investment requirementsValue Line Income is currently producing year-to-date (YTD) return of 22.0% with the current yeild of 0.01%, while the total return for the last 3 years was 3.77%.
Check Value Line Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Value Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Value Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Value Line Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Value Line Income Mutual Fund Constituents
| PXD | Pioneer Natural Resources | Stock | Energy | |
| JAZZ | Jazz Pharmaceuticals PLC | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PTON | Peloton Interactive | Stock | Consumer Discretionary | |
| AAPL | Apple Inc | Stock | Information Technology | |
| FANG | Diamondback Energy | Stock | Energy | |
| EXEL | Exelixis | Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials |
Value Line Income Risk Profiles
| Mean Deviation | 0.6587 | |||
| Semi Deviation | 0.6793 | |||
| Standard Deviation | 0.8684 | |||
| Variance | 0.7541 |
Value Line Against Markets
Other Information on Investing in Value Mutual Fund
Value Line financial ratios help investors to determine whether Value Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Value with respect to the benefits of owning Value Line security.
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