DHRIX Mutual Fund

NAV$8.94

AUM$2.5B

TER0.47%

Holdings1,108

See how much of DHRIX you already own

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DHRIX Mutual Fund

NAV$8.94

Diamond Hill Core Bond Fund Class I

AUM$2.5B

TER0.47%

Holdings1,108

See how much of DHRIX 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 DHRIX 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 DHRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DHRIX Mutual Fund Overlap Analysis

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

DHRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1108 holdings, DHRIX may share significant positions with broad-market funds.

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