Value Line Mid Fund Quote

VLIFX Fund  USD 34.33  0.26  0.75%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Value Line is trading at 34.33 as of the 31st of January 2026; that is 0.75% down since the beginning of the trading day. The fund's open price was 34.59. Value Line has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of November 2025 and ending today, the 31st of January 2026. Click here to learn more.
The fund invests substantially all of the funds net assets in common stocks. Under normal circumstances, the Adviser invests at least 80 percent of the funds assets in common stocks and other equity securities of mid-sized companies . During the investment selection process, the Adviser performs fundamental and quantitative analysis on each company and utilizes the rankings of companies by the Value Line Timeliness Ranking System to assist in selecting securities for purchase.. More on Value Line Mid

Moving together with Value Mutual Fund

  0.66VALIX Value Line IncomePairCorr
  0.7VALSX Value Line PremierPairCorr
  0.74VILSX Value Line SelectPairCorr
  0.63VLAAX Value Line AssetPairCorr
  0.63VLAIX Value Line AssetPairCorr

Value Mutual Fund Highlights

Fund ConcentrationValue Line Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Value Line, Large, Mid-Cap Growth (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of May 2025
Fiscal Year EndDecember
Value Line Mid [VLIFX] is traded in USA and was established 31st of January 2026. Value Line is listed under Value Line category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Value Line family. This fund at this time has accumulated 1.65 B in net assets with no minimum investment requirementsValue Line Mid is currently producing year-to-date (YTD) return of 3.01%, while the total return for the last 3 years was 8.87%.
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 Mid 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.

Value Line Top Holders

SMIFXSound Mind InvestingMutual FundAllocation--85%+ Equity
More Details

Value Line Mid Risk Profiles

Value Line Against Markets

Value Mutual Fund Analysis Notes

The fund generated returns of 9.0% over the last ten years. Value Line Mid keeps 99.76% of net assets in stocks. This fund last dividend was 0.02 per share. Large For more information please call the company at 800-243-2729.

Value Line Mid Investment Alerts

Latest headline from news.google.com: Public-private deal will fund gut rehab of senior living complex in West Philly - phillyvoice.com
The fund keeps 99.76% of its net assets in stocks

Top Value Line Mid Mutual Fund Constituents

Institutional Mutual Fund Holders for Value Line

Have you ever been surprised when a price of an equity instrument such as Value Line is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Value Line Mid backward and forwards among themselves. Value Line's institutional investor refers to the entity that pools money to purchase Value Line's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
SMIFXSound Mind InvestingMutual FundAllocation--85%+ Equity
More Details
Note, although Value Line's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Value Line Outstanding Bonds

Value Line issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Value Line Mid uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Value bonds can be classified according to their maturity, which is the date when Value Line Mid has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Value Line Predictive Daily Indicators

Value Line intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Value Line mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Value Line Forecast Models

Value Line's time-series forecasting models are one of many Value Line's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Value Line's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

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.
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals