DHEIX Mutual Fund

NAV$9.89

AUM$5.4B

TER0.53%

Holdings600

DHEIX Mutual Fund

NAV$9.89

Diamond Hill Short Duration Total Return Fund Class I

AUM$5.4B

TER0.53%

Holdings600

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Holdings Overlap Analysis

Compare DHEIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DHEIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DHEIX Mutual Fund Overlap Analysis

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

DHEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 600 holdings, DHEIX may share significant positions with broad-market funds.

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