DHSYX Mutual Fund
NAV$32.63
AUM$41M
TER0.85%
Holdings58
DHSYX Mutual Fund
NAV$32.63
Diamond Hill Small Cap Fund Class Y
AUM$41M
TER0.85%
Holdings58

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