Diamond Hill Large Fund Quote
| DHFAX Fund | USD 13.37 0.14 1.06% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Diamond Hill is trading at 13.37 as of the 30th of January 2025; that is 1.06% increase since the beginning of the trading day. The fund's open price was 13.23. Diamond Hill has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 30th of January 2025. Click here to learn more.
The fund, under normal market conditions, invests at least 80 percent of its net assets in U.S. equity securities with large market capitalizations that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. The Adviser may sell a security as it reaches the Advisers estimate of the companys value if the adviser believes that the companys earnings, revenue growth, operating margin or other economic factors are deteriorating or if it identifies a stock that it believes offers a better investment opportunity. More on Diamond Hill Large
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Diamond Mutual Fund Highlights
| Fund Concentration | Diamond Hill Funds, Large Value Funds, Large Value, Diamond Hill Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Diamond Hill Large [DHFAX] is traded in USA and was established 30th of January 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. Diamond Hill Large currently has accumulated 27.64 M in assets under management (AUM) with minimum initial investment of 2.5 K. with the current yeild of 0.01%.
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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
| ABT | Abbott Laboratories | Stock | Health Care | |
| AIG | American International Group | Stock | Financials | |
| BAC | Bank of America | Stock | Financials | |
| CVX | Chevron Corp | Stock | Energy | |
| DIS | Walt Disney | Stock | Communication Services | |
| GM | General Motors | Stock | Consumer Discretionary | |
| KKR | KKR Co LP | Stock | Financials | |
| MDLZ | Mondelez International | Stock | Consumer Staples |
Diamond Hill Large Risk Profiles
| Mean Deviation | 0.6679 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.1 | |||
| Risk Adjusted Performance | (0.05) |
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.
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