DHEIX Mutual Fund
DHEIX Mutual Fund
NAV$9.93
AUM$5.7B
TER0.53%
Holdings600
See how much of DHEIX you already own
DHEIX Mutual Fund
NAV$9.93
Diamond Hill Short Duration Total Return Fund Class I
AUM$5.7B
TER0.53%
Holdings600
See how much of DHEIX you already own
DHEIX Mutual Fund Overlap Analysis
DHEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DHEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 600 holdings, DHEIX may share significant positions with broad-market funds.
DHEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DHEIX tax-loss harvesting finds highly correlated but non-identical funds.