VLAAX Mutual Fund
VLAAX Mutual Fund
NAV$33.94
AUM$166M
TER1.10%
Holdings114
See how much of VLAAX you already own
VLAAX Mutual Fund
NAV$33.94
Value Line Asset Allocation Fund Investor Class
AUM$166M
TER1.10%
Holdings114
See how much of VLAAX you already own
VLAAX Mutual Fund Overlap Analysis
VLAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VLAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, VLAAX may share significant positions with broad-market funds.
VLAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VLAAX tax-loss harvesting finds highly correlated but non-identical funds.