DHSIX Mutual Fund
NAV$32.47
AUM$220M
TER0.97%
Holdings58
DHSIX Mutual Fund
NAV$32.47
Diamond Hill Small Cap Fund Class I
AUM$220M
TER0.97%
Holdings58

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DHSIX Mutual Fund Overlap Analysis
DHSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DHSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, DHSIX may share significant positions with broad-market funds.
DHSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DHSIX tax-loss harvesting finds highly correlated but non-identical funds.