DVHIX Mutual Fund
DVHIX Mutual Fund
NAV$9.65
AUM$2.6B
TER0.60%
Holdings744
DVHIX Mutual Fund
NAV$9.65
Nomura National High-Yield Municipal Bond Fund Institutional Class
AUM$2.6B
TER0.60%
Holdings744
DVHIX Mutual Fund Overlap Analysis
DVHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DVHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 744 holdings, DVHIX may share significant positions with broad-market funds.
DVHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DVHIX tax-loss harvesting finds highly correlated but non-identical funds.