DHFYX Mutual Fund Analysis & Holdings | MarketXLS

DHFYX Mutual Fund

NAV$13.11

AUM$34M

TER0.55%

Holdings22

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DHFYX Mutual Fund

NAV$13.11

Diamond Hill Large Cap Concentrated Fund Class Y

AUM$34M

TER0.55%

Holdings22

See inside every fund you own

$45/quarter 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 DHFYX 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 DHFYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DHFYX Mutual Fund Overlap Analysis

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

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

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