DHNIX Mutual Fund

NAV$9.93

AUM$61M

TER0.57%

Holdings455

DHNIX Mutual Fund

NAV$9.93

Diamond Hill Core Plus Bond Fund Class I

AUM$61M

TER0.57%

Holdings455

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Holdings Overlap Analysis

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

DHNIX Mutual Fund Overlap Analysis

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

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

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