DLHCX Mutual Fund
DLHCX Mutual Fund
NAV$24.48
AUM$28M
TER1.96%
Holdings106
DLHCX Mutual Fund
NAV$24.48
Nomura Healthcare Fund Class C
AUM$28M
TER1.96%
Holdings106
DLHCX Mutual Fund Overlap Analysis
DLHCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DLHCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, DLHCX may share significant positions with broad-market funds.
DLHCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DLHCX tax-loss harvesting finds highly correlated but non-identical funds.