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Value Line Capital Apprec Investor (VALIX)

EXPENSES

Cost Per $10,000:
3-Year: $346
5-Year: $606
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 29.61%    
89th
3-Year: 2.64%    
32th
5-Year: 9.69%    
67th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 9.44%    
99th
3-Year: -3.26%    
6th
5-Year: 1.64%    
71th
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MANAGEMENT

Fund Manager:
Name: Rosenberg
Since: 05/01/2011

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 243-2729

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 03/31/2024.

Underlying data by Value Line