VALIX Mutual Fund
VALIX Mutual Fund
NAV$15.93
AUM$439M
TER1.08%
Holdings190
See how much of VALIX you already own
VALIX Mutual Fund
NAV$15.93
Value Line Capital Appreciation Fund Investor Class
AUM$439M
TER1.08%
Holdings190
See how much of VALIX you already own
VALIX Mutual Fund Similar Funds
VALIX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include MGDCX, PISYX, PSFM, PAYR, HDGTX.
VALIX alternatives help with portfolio diversification and cost optimization. VALIX overlap shows shared holdings with similar funds. VALIX tax-loss harvesting finds correlated substitutes.