DHMIX Mutual Fund Analysis & Holdings | MarketXLS

DHMIX Mutual Fund

NAV$28.73

AUM$425M

TER0.92%

Holdings62

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DHMIX Mutual Fund

NAV$28.73

Diamond Hill Small-Mid Cap Fund Class I

AUM$425M

TER0.92%

Holdings62

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

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.