DHLAX Mutual Fund
DHLAX Mutual Fund
NAV$34.49
AUM$217M
TER0.98%
Holdings53
See how much of DHLAX you already own
DHLAX Mutual Fund
NAV$34.49
Diamond Hill Large Cap Fund-Investor Class
AUM$217M
TER0.98%
Holdings53
See how much of DHLAX you already own
DHLAX Mutual Fund Overlap Analysis
DHLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DHLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, DHLAX may share significant positions with broad-market funds.
DHLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DHLAX tax-loss harvesting finds highly correlated but non-identical funds.