DHLAX Mutual Fund
NAV$32.92
AUM$209M
TER0.96%
Holdings53
DHLAX Mutual Fund
NAV$32.92
Diamond Hill Large Cap Fund-Investor Class
AUM$209M
TER0.96%
Holdings53

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DHLAX Mutual Fund Overlap Analysis
DHLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DHLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, DHLAX may share significant positions with broad-market funds.
DHLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DHLAX tax-loss harvesting finds highly correlated but non-identical funds.