DHLAX : Diamond Hill Large Cap Fund Class A

DHLAX is a US Stocks Market Large Value with HIGH fees.

DHLAX

Diamond Hill Large Cap Fund Class A

FI Score

55 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

55% FI Score
  • dhlax
  • Mutual Fund
  • US Stocks
  • Large Value

Diamond Hill Large Cap Fund Class A

Expenses: 0.97% (Better than 0% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% 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. The Adviser focuses on estimating a company's value independent of its current stock price.

Largest Holdings

Amount Holding
4.67% Abbott Laboratories
3.55% Alphabet Inc A
3.44% Citigroup Inc
3.30% Berkshire Hathaway Inc Class B
3.01% The Walt Disney Co
3.01% American International Group Inc
2.83% Medtronic PLC
2.80% PepsiCo Inc
2.71% Procter & Gamble Co
2.63% Pfizer Inc
2.59% Facebook Inc A
2.57% Chevron Corp
2.40% Microsoft Corp
2.31% KKR & Co Inc
2.29% TJX Companies Inc
2.25% Charles Schwab Corp
2.19% Kimberly-Clark Corp
2.15% Thermo Fisher Scientific Inc
2.11% NVR Inc
2.08% MetLife Inc
2.04% Booking Holdings Inc
1.99% Humana Inc
1.98% Mondelez International Inc Class A
1.92% Charter Communications Inc A
1.92% Parker Hannifin Corp

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