DHPAX Mutual Fund

NAV$16.93

AUM$3M

TER1.06%

Holdings60

DHPAX Mutual Fund

NAV$16.93

Diamond Hill Mid Cap Fund- Investor Class

AUM$3M

TER1.06%

Holdings60

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Holdings Overlap Analysis

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

DHPAX Mutual Fund Overlap Analysis

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

DHPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, DHPAX may share significant positions with broad-market funds.

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