DHNAX Mutual Fund

NAV$9.95

AUM$30,479.11

TER0.86%

Holdings455

See how much of DHNAX you already own

Just $25 once·$99/mo·Download sample

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DHNAX Mutual Fund

NAV$9.95

Diamond Hill Core Plus Bond Fund Investor Class

AUM$30,479.11

TER0.86%

Holdings455

See how much of DHNAX you already own

Just $25 once·$99/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 DHNAX 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 DHNAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DHNAX Mutual Fund Overlap Analysis

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

DHNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 455 holdings, DHNAX may share significant positions with broad-market funds.

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