DHMIX Mutual Fund
DHMIX Mutual Fund
NAV$28.64
AUM$406M
TER0.92%
Holdings62
See how much of DHMIX you already own
DHMIX Mutual Fund
NAV$28.64
Diamond Hill Small-Mid Cap Fund Class I
AUM$406M
TER0.92%
Holdings62
See how much of DHMIX you already own
DHMIX Mutual Fund Overlap Analysis
DHMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DHMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, DHMIX may share significant positions with broad-market funds.
DHMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DHMIX tax-loss harvesting finds highly correlated but non-identical funds.