DHPIX Mutual Fund

NAV$17.14

AUM$70M

TER0.77%

Holdings60

See how much of DHPIX you already own

Just $25 once·$69/mo·Download sample

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DHPIX Mutual Fund

NAV$17.14

Diamond Hill Mid Cap Fund- Class I Shares

AUM$70M

TER0.77%

Holdings60

See how much of DHPIX you already own

Just $25 once·$69/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 DHPIX 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 DHPIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DHPIX Mutual Fund Overlap Analysis

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

DHPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, DHPIX may share significant positions with broad-market funds.

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