VLEOX Mutual Fund
VLEOX Mutual Fund
NAV$67.54
AUM$368M
TER1.18%
Holdings52
VLEOX Mutual Fund
NAV$67.54
Value Line Small Cap Opportunities Fund Investor Class
AUM$368M
TER1.18%
Holdings52
VLEOX Mutual Fund Overlap Analysis
VLEOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VLEOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, VLEOX may share significant positions with broad-market funds.
VLEOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VLEOX tax-loss harvesting finds highly correlated but non-identical funds.