Diamond Hill Large Fund Quote
| DHLAX Fund | USD 33.98 0.09 0.26% |
PerformanceGood
| Odds Of DistressLow
|
Diamond Hill is trading at 33.98 as of the 12th of July 2025; that is 0.26% down since the beginning of the trading day. The fund's open price was 34.07. Diamond Hill has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 12th of June 2025 and ending today, the 12th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in U.S. equity securities with large market capitalizations that the Adviser believes are undervalued. Large cap companies are defined as companies with market capitalizations at the time of purchase of 5 billion or greater, or in the range of those market capitalizations of companies included in the Russell 1000 Index at the time of purchase. More on Diamond Hill Large
Moving together with Diamond Mutual Fund
Diamond Mutual Fund Highlights
| Fund Concentration | Diamond Hill Funds, Large Value Funds, Large Value, Diamond Hill Funds, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | December |
Diamond Hill Large [DHLAX] is traded in USA and was established 12th of July 2025. Diamond Hill is listed under Diamond Hill Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Diamond Hill Funds family. This fund currently has accumulated 8.46 B in assets under management (AUM) with no minimum investment requirementsDiamond Hill Large is currently producing year-to-date (YTD) return of 5.71% with the current yeild of 0.01%, while the total return for the last 3 years was 11.36%.
Check Diamond Hill Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Diamond Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Diamond Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Diamond Hill Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Diamond Hill Large Mutual Fund Constituents
| COF | Capital One Financial | Stock | Financials | |
| DFS | Discover Financial Services | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| MDT | Medtronic PLC | Stock | Health Care | |
| MDLZ | Mondelez International | Stock | Consumer Staples |
Diamond Hill Large Risk Profiles
| Mean Deviation | 0.9449 | |||
| Semi Deviation | 1.29 | |||
| Standard Deviation | 1.53 | |||
| Variance | 2.33 |
Diamond Hill Against Markets
Other Information on Investing in Diamond Mutual Fund
Diamond Hill financial ratios help investors to determine whether Diamond Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Diamond with respect to the benefits of owning Diamond Hill security.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios |