DHWIX Mutual Fund

NAV$10.03

AUM$24,660.26

TER0.88%

Holdings119

DHWIX Mutual Fund

NAV$10.03

Diamond Hill Securitized Total Return Fund Class I

AUM$24,660.26

TER0.88%

Holdings119

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Holdings Overlap Analysis

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

DHWIX Mutual Fund Overlap Analysis

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

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

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