DHFAX Mutual Fund
DHFAX Mutual Fund
NAV$13.84
AUM$117,131.05
TER0.96%
Holdings22
See how much of DHFAX you already own
DHFAX Mutual Fund
NAV$13.84
Diamond Hill Large Cap Concentrated Fund Class Investor
AUM$117,131.05
TER0.96%
Holdings22
See how much of DHFAX you already own
DHFAX Mutual Fund Overlap Analysis
DHFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DHFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, DHFAX may share significant positions with broad-market funds.
DHFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DHFAX tax-loss harvesting finds highly correlated but non-identical funds.