VLAIX Mutual Fund
VLAIX Mutual Fund
NAV$34.21
AUM$121M
TER0.82%
Holdings114
VLAIX Mutual Fund
NAV$34.21
Value Line Asset Allocation Fund
AUM$121M
TER0.82%
Holdings114
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.