DHFYX Mutual Fund
DHFYX Mutual Fund
NAV$13.11
AUM$34M
TER0.55%
Holdings22
See how much of DHFYX you already own
DHFYX Mutual Fund
NAV$13.11
Diamond Hill Large Cap Concentrated Fund Class Y
AUM$34M
TER0.55%
Holdings22
See how much of DHFYX you already own
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.