Value Line Larger Companies Focused Fund (VALLX) Research
To achieve its investment objective, the fund primarily allocates its capital to common equities. Under typical market circumstances, the portfolio is anticipated to hold positions in a concentrated range of 25 to 50 companies. The adviser employs a comprehensive stock selection methodology, performing both in-depth fundamental and quantitative analysis on individual companies. This process is further augmented by incorporating the insights provided by the Value Line Timeliness™ Ranking System to guide its investment decisions.
Market snapshot
- Symbol
- VALLX
- Price
- $47.86
- Day change
- +1.66%
- Market cap
- $390.7M
- 52-week range
- 35.97-50.7
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Disciplined Growth Fund (ADCCX)
- Evercore Equity Fund (EWMCX)
- KKR Income Opportunities Fund (KIO)
- BlackRock MuniYield Fund, Inc. (MYD)
- Nuveen Taxable Municipal Income Fund (NBB)
- Columbia Large Cap Enhanced Core Fund (NMIMX)
- T. Rowe Price Target Retirement 2035 Fund (RPGRX)
- T. Rowe Price Target Retirement 2045 Fund (RPTFX)
Open Value Line Larger Companies Focused Fund (VALLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.