Value Line Small Cap Opportunities Fund

Class No Load (VLEOX)
Scorecard
4 / 5 Stars
Lipper
4 3 5 3 4
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.38 percent over the past year, 16.48 percent over the past three years, 20.40 percent over the past five years, and 9.33 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.6%
1 Year 21.4%
3 Years (Annualized) 16.5%
5 Years (Annualized) 20.4%
10 Years (Annualized) 9.3%

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Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its assets in stocks of U.S. companies with small market capitalizations (the "80% Policy"). A portion of the fund's assets may also be invested in stocks of U.S. mid-market capitalization companies. The adviser defines "stocks of U.S. companies" as companies that do business in the U.S., are organized in the U.S. or whose stock is traded on a U.S. exchange or over-the-counter market.

Fees

Fees are Low compared to funds in the same category.
Value Line Small Cap Opportunities Fund has an expense ratio of 1.26 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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See Also:

Top Value Line Funds

Mid-Cap Growth Funds

Highest Returns (10-year)

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