DHLSX Mutual Fund

NAV$31.73

AUM$2.1B

TER1.46%

Holdings99

See how much of DHLSX you already own

Just $25 once·$69/mo·Download sample

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DHLSX Mutual Fund

NAV$31.73

Diamond Hill Long-Short Fund Class I

AUM$2.1B

TER1.46%

Holdings99

See how much of DHLSX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DHLSX 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 DHLSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DHLSX Mutual Fund Overlap Analysis

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

DHLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, DHLSX may share significant positions with broad-market funds.

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