DHWAX Mutual Fund

DHWAX Mutual Fund

NAV$10.06
See how much of DHWAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Mar 31, 2026

Net Assets
$15,809.61
Expense Ratio
1.17%
Dividend Yield (Current)
4.24%
Holdings
119
Inception Date
Jun 30, 2025
Fund Family
Diamond Hill Capital Management Inc.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.01%
1 Year+3.40%

Asset Allocation

Bonds: 95.60%
Cash: 4.40%
See how much of DHWAX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
-Federal Natl Mtg Assn Gtd Remic Tr 2018-95 Cl-b 3.5 2049-01-255.14%
-Fannie Mae Remics4.63%
GVMXXState Street Institutional US Government Money Market Fund4.36%
-Fnr 2012-103 Zp3.27%
-Federal Home Ln Mtg Corp Ser 4425 Cl Ta 2.0 2045-01-153.26%
Top 10 Concentration: 33.86%Report Date: Mar 31, 2026
Download all 119 holdings for DHWAX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
4.24%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

DHWAX Mutual Fund Overview

DHWAX Mutual Fund (Diamond Hill Securitized Total Return Fund Investor Class) is managed by Diamond Hill Capital Management Inc. with $15,809.61 in net assets. DHWAX expense ratio is 1.17%, holding 119 positions across sectors including Financials. Inception date: 2025-06-30.

DHWAX performance shows a YTD return of 0.01%. The 1-year return is 3.40%. DHWAX dividend yield stands at 4.24%, paid monthly.

DHWAX top holdings include Federal Natl Mtg Assn Gtd Remic Tr 2018-95 Cl-b 3.5 2049-01-25 (5.1%), Fannie Mae Remics (4.6%), State Street Institutional US Government Money Market Fund (4.4%), Fnr 2012-103 Zp (3.3%), Federal Home Ln Mtg Corp Ser 4425 Cl Ta 2.0 2045-01-15 (3.3%). Go to all DHWAX holdings, DHWAX sectors, or DHWAX dividends.

DHWAX can be compared against other funds. Use DHWAX overlap to find shared positions, or DHWAX vs another fund for a side-by-side view. DHWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.