DHWAX Mutual Fund

NAV$10.08

AUM$15,809.61

TER1.17%

Holdings119

See how much of DHWAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

DHWAX Mutual Fund

NAV$10.08

Diamond Hill Securitized Total Return Fund Investor Class

AUM$15,809.61

TER1.17%

Holdings119

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

DHWAX Mutual Fund Overlap Analysis

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

DHWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, DHWAX may share significant positions with broad-market funds.

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