VALLX Mutual Fund Analysis & Holdings | MarketXLS

VALLX Mutual Fund

NAV$47.44

AUM$398M

TER1.14%

Holdings32

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VALLX Mutual Fund

NAV$47.44

Value Line Larger Companies Focused Fund Investor Class

AUM$398M

TER1.14%

Holdings32

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VALLX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VALLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VALLX Mutual Fund Overlap Analysis

VALLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VALLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, VALLX may share significant positions with broad-market funds.

VALLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VALLX tax-loss harvesting finds highly correlated but non-identical funds.