DHMYX Mutual Fund
DHMYX Mutual Fund
NAV$28.89
AUM$118M
TER0.80%
Holdings62
See how much of DHMYX you already own
DHMYX Mutual Fund
NAV$28.89
Diamond Hill Small-Mid Cap Fund Class Y
AUM$118M
TER0.80%
Holdings62
See how much of DHMYX you already own
DHMYX Mutual Fund Overlap Analysis
DHMYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DHMYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, DHMYX may share significant positions with broad-market funds.
DHMYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DHMYX tax-loss harvesting finds highly correlated but non-identical funds.