VLEOX Mutual Fund
VLEOX Mutual Fund
NAV$62.93
AUM$338M
TER1.21%
Holdings51
See how much of VLEOX you already own
VLEOX Mutual Fund
NAV$62.93
Value Line Small Cap Opportunities Fund Investor Class
AUM$338M
TER1.21%
Holdings51
See how much of VLEOX you already own
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 51 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.