VLEIX Mutual Fund
VLEIX Mutual Fund
NAV$68.42
AUM$430M
TER0.97%
Holdings52
See how much of VLEIX you already own
VLEIX Mutual Fund
NAV$68.42
Value Line Small Cap Opportunities Fund
AUM$430M
TER0.97%
Holdings52
See how much of VLEIX you already own
VLEIX Mutual Fund Overlap Analysis
VLEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VLEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, VLEIX may share significant positions with broad-market funds.
VLEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VLEIX tax-loss harvesting finds highly correlated but non-identical funds.