VALSX Mutual Fund

NAV$29.13

AUM$316M

TER1.14%

Holdings26

VALSX Mutual Fund

NAV$29.13

Value Line Select Growth Fund Investor Class

AUM$316M

TER1.14%

Holdings26

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Holdings Overlap Analysis

Compare VALSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VALSX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

VALSX Mutual Fund Overlap Analysis

VALSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VALSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, VALSX may share significant positions with broad-market funds.

VALSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VALSX tax-loss harvesting finds highly correlated but non-identical funds.