DHSCX Mutual Fund
DHSCX Mutual Fund
NAV$28.87
AUM$53M
TER1.26%
Holdings60
See how much of DHSCX you already own
DHSCX Mutual Fund
NAV$28.87
Diamond Hill Small Cap Fund Investor Class
AUM$53M
TER1.26%
Holdings60
See how much of DHSCX you already own
DHSCX Mutual Fund Overlap Analysis
DHSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DHSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, DHSCX may share significant positions with broad-market funds.
DHSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DHSCX tax-loss harvesting finds highly correlated but non-identical funds.