VLEIX Mutual Fund
NAV$68.58
AUM$442M
TER0.97%
Holdings52
VLEIX Mutual Fund
NAV$68.58
Value Line Small Cap Opportunities Fund
AUM$442M
TER0.97%
Holdings52

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VLEIX Mutual Fund Overlap Analysis
VLEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VLEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, VLEIX may share significant positions with broad-market funds.
VLEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VLEIX tax-loss harvesting finds highly correlated but non-identical funds.