DHPYX Mutual Fund
DHPYX Mutual Fund
NAV$17.30
AUM$1M
TER0.65%
Holdings60
See how much of DHPYX you already own
DHPYX Mutual Fund
NAV$17.30
Diamond Hill Mid Cap Fund- Class Y Shares
AUM$1M
TER0.65%
Holdings60
See how much of DHPYX you already own
DHPYX Mutual Fund Overlap Analysis
DHPYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DHPYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, DHPYX may share significant positions with broad-market funds.
DHPYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DHPYX tax-loss harvesting finds highly correlated but non-identical funds.