DHRYX Mutual Fund

NAV$8.86

AUM$724M

TER0.35%

Holdings1,108

DHRYX Mutual Fund

NAV$8.86

Diamond Hill Core Bond Fund Class Y

AUM$724M

TER0.35%

Holdings1,108

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare DHRYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DHRYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DHRYX Mutual Fund Overlap Analysis

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

DHRYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1108 holdings, DHRYX may share significant positions with broad-market funds.

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