VLAIX Mutual Fund
VLAIX Mutual Fund
NAV$33.76
AUM$107M
TER0.83%
Holdings114
See how much of VLAIX you already own
VLAIX Mutual Fund
NAV$33.76
Value Line Asset Allocation Fund
AUM$107M
TER0.83%
Holdings114
See how much of VLAIX you already own
VLAIX Mutual Fund Overlap Analysis
VLAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VLAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, VLAIX may share significant positions with broad-market funds.
VLAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VLAIX tax-loss harvesting finds highly correlated but non-identical funds.