DHPAX Mutual Fund
DHPAX Mutual Fund
NAV$17.29
AUM$3M
TER1.06%
Holdings60
See how much of DHPAX you already own
DHPAX Mutual Fund
NAV$17.29
Diamond Hill Mid Cap Fund- Investor Class
AUM$3M
TER1.06%
Holdings60
See how much of DHPAX you already own
DHPAX Mutual Fund Overlap Analysis
DHPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DHPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, DHPAX may share significant positions with broad-market funds.
DHPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DHPAX tax-loss harvesting finds highly correlated but non-identical funds.