DHNAX Mutual Fund

NAV$9.94

AUM$29,390.34

TER0.86%

Holdings455

DHNAX Mutual Fund

NAV$9.94

Diamond Hill Core Plus Bond Fund Investor Class

AUM$29,390.34

TER0.86%

Holdings455

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Holdings Overlap Analysis

Compare DHNAX 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 DHNAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DHNAX Mutual Fund Overlap Analysis

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

DHNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 455 holdings, DHNAX may share significant positions with broad-market funds.

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