DHMAX Mutual Fund
NAV$27.99
AUM$31M
TER1.21%
Holdings62
DHMAX Mutual Fund
NAV$27.99
Diamond Hill Small-Mid Cap Fund Investor Class
AUM$31M
TER1.21%
Holdings62

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
Showing 10 of 62 holdings(as of Mar 31, 2026)Top 10 Weight: 34.76%
DHMAX Mutual Fund Top Holdings
DHMAX holdings top 10 positions. The top 10 holdings account for 34.8% of the fund, led by State Street Navigator Securities Lending Portfolio I at 6.4%, Regal Rexnord Corp at 4.2%, State Street Institutional US Government Money Market Fund at 4.1%.
DHMAX portfolio concentration is moderate, with the top 10 representing 34.8% of total assets. The largest sector exposure is Industrials at 24.4%.
DHMAX sector allocation provides a detailed breakdown. DHMAX overlap tool shows how holdings compare to other funds in your portfolio.