DHWAX Mutual Fund

NAV$10.08

AUM$15,754.74

TER1.17%

Holdings119

DHWAX Mutual Fund

NAV$10.08

Diamond Hill Securitized Total Return Fund Investor Class

AUM$15,754.74

TER1.17%

Holdings119

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Holdings Overlap Analysis

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

DHWAX Mutual Fund Overlap Analysis

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

DHWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, DHWAX may share significant positions with broad-market funds.

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