VLIFX Mutual Fund
VLIFX Mutual Fund
NAV$34.64
AUM$398M
TER1.09%
Holdings34
See how much of VLIFX you already own
VLIFX Mutual Fund
NAV$34.64
Value Line Mid Cap Focused Fund Investor Class
AUM$398M
TER1.09%
Holdings34
See how much of VLIFX you already own
VLIFX Mutual Fund Overlap Analysis
VLIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VLIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, VLIFX may share significant positions with broad-market funds.
VLIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VLIFX tax-loss harvesting finds highly correlated but non-identical funds.