VALLX Mutual Fund (Value Line Larger Companies Focused Fund Investor Class) is managed by Value Line Funds with $429.4M in net assets. VALLX expense ratio is 1.14%, holding 32 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 1972-03-20.

VALLX performance shows a YTD return of 8.06%. The 1-year return is 15.60% and the 5-year return is 10.00%. VALLX dividend yield stands at 5.76%, paid annually.

VALLX top holdings include Nvidia Corp. (7.5%), Meta Platforms, Inc. (6.2%), Alphabet Inc Common Stock USD 0.001 (5.9%), Advanced Micro Devices Inc. (5.7%), Broadcom Inc (4.8%). View all VALLX holdings, sector breakdown, or dividend history.

VALLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VALLX alternatives are available via the screener, along with tax-loss harvesting opportunities.