DHSCX Mutual Fund Analysis & Holdings | MarketXLS

DHSCX Mutual Fund

NAV$31.71

AUM$55M

TER1.26%

Holdings58

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

DHSCX Mutual Fund

NAV$31.71

Diamond Hill Small Cap Fund Investor Class

AUM$55M

TER1.26%

Holdings58

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DHSCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DHSCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DHSCX Mutual Fund Overlap Analysis

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

DHSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, DHSCX may share significant positions with broad-market funds.

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