About VLEOX
The Value Line Small Cap Opportunities Fund Investor Class is a diversified mutual fund focused on achieving long-term capital growth by investing primarily in U.S. small-cap companies. Launched in 1993, it targets firms with a proven track record of consistent earnings and stock price growth, spanning industries such as industrials, technology, financial services, healthcare, and consumer defensive sectors. The fund adheres to a disciplined investment process that emphasizes quality and seeks to mitigate risk, and it has earned top ratings for its risk-adjusted performance across 3-, 5-, and 10-year periods within its Morningstar small growth peer group. Typically, at least 80% of assets are invested in small-cap stocks, but the portfolio may also include select mid-cap companies to enhance diversification. The fund has a relatively low portfolio turnover rate and a history of maintaining lower volatility compared to its category peers, reflecting its commitment to a stable, long-term growth strategy. With a minimum initial investment of $1,000 and a net expense ratio of 1.18%, the fund plays a significant role for investors seeking exposure to dynamic, smaller U.S. companies while balancing growth potential with risk management.
Fund Family Value Line
Category Small Growth
Performance Rating Above Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol VLEOX
Index Russell 2000 TR
VLEOX had a total return of 7.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.97%.
