DHFIX Mutual Fund

NAV$13.82

AUM$19M

TER0.67%

Holdings22

DHFIX Mutual Fund

NAV$13.82

Diamond Hill Large Cap Concentrated Fund Class I

AUM$19M

TER0.67%

Holdings22

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

DHFIX Mutual Fund Overlap Analysis

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

DHFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, DHFIX may share significant positions with broad-market funds.

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