DHSIX Mutual Fund
DHSIX Mutual Fund
NAV$33.59
AUM$245M
TER0.97%
Holdings58
See how much of DHSIX you already own
DHSIX Mutual Fund
NAV$33.59
Diamond Hill Small Cap Fund Class I
AUM$245M
TER0.97%
Holdings58
See how much of DHSIX you already own
DHSIX Mutual Fund Overlap Analysis
DHSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DHSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, DHSIX may share significant positions with broad-market funds.
DHSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DHSIX tax-loss harvesting finds highly correlated but non-identical funds.