DFIHX Mutual Fund

NAV$10.24

AUM$4.5B

TER0.12%

Holdings142

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

DFIHX Mutual Fund

NAV$10.24

DFA One-Year Fixed Income Portfolio Institutional Class

AUM$4.5B

TER0.12%

Holdings142

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DFIHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DFIHX Mutual Fund Overlap Analysis

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

DFIHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 142 holdings, DFIHX may share significant positions with broad-market funds.

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