Value Line Capital Appreciation Fund, Inc. Investor Class (VALIX) Research
This fund strategically diversifies its investments across a mix of stocks, bonds, and short-term liquid assets. A minimum of 50% of its net holdings are dedicated to equity instruments, which include common and preferred shares, or securities convertible into common stock, regardless of whether they pay dividends. The remainder of the portfolio is predominantly channeled into U.S. government debt, corporate bonds rated as investment-grade (from AAA to BBB when purchased), other fixed-income products, or cash equivalents.
Market snapshot
- Symbol
- VALIX
- Price
- $16.08
- Day change
- +1.52%
- Market cap
- $566.3M
- 52-week range
- 12.94-16.42
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Baron Durable Advantage Fund Retail Shares (BDAFX)
- Boston Trust Asset Management Fund (BTBFX)
- AMG Montrusco Bolton Large Cap Growth Fund Class N (MCGFX)
- Manning & Napier Fd, Inc. Pro-Blend Extended Term Srs Cl S (MNBAX)
- Allspring Small Company Growth Admin (NVSCX)
- Victory RS International Fund - Class Y (RSIGX)
- T. Rowe Price U.S. High Yield Fund Investor Class (TUHYX)
- Invesco Municipal Trust (VKQ)
Open Value Line Capital Appreciation Fund, Inc. Investor Class (VALIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.