VLAAX Mutual Fund
NAV$34.09
AUM$172M
TER1.06%
Holdings114
VLAAX Mutual Fund
NAV$34.09
Value Line Asset Allocation Fund Investor Class
AUM$172M
TER1.06%
Holdings114

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VLAAX Mutual Fund Overlap Analysis
VLAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VLAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, VLAAX may share significant positions with broad-market funds.
VLAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VLAAX tax-loss harvesting finds highly correlated but non-identical funds.