DHTAX : Diamond Hill All Cap Select Fund Class A

DHTAX is a US Stocks Market Large Blend with HIGH fees.

DHTAX

Diamond Hill All Cap Select Fund Class A

FI Score

32 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

32% FI Score
  • dhtax
  • Mutual Fund
  • US Stocks
  • Large Blend

Diamond Hill All Cap Select Fund Class A

Expenses: 1.17% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund normally invests its assets in 30 to 40 select U.S. equity securities of any size capitalization that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. The Adviser focuses on estimating a company's value independent of its current stock price. The Adviser also considers the level of industry competition, regulatory factors, the threat of technological obsolescence, and a variety of other industry factors. The fund is non-diversified.

Largest Holdings

Amount Holding
5.50% Berkshire Hathaway Inc Class B
5.38% Mr. Cooper Group Inc
5.37% American International Group Inc
4.47% Alphabet Inc A
4.40% Cal-Maine Foods Inc
4.04% WESCO International Inc
3.71% Hanesbrands Inc
3.52% KKR & Co Inc
3.51% BorgWarner Inc
3.45% Colfax Corp
3.35% Cognizant Technology Solutions Corp A
3.07% Bank OZK
3.07% Charles Schwab Corp
2.97% Mondelez International Inc Class A
2.90% Vail Resorts Inc
2.74% Facebook Inc A
2.67% Kirby Corp
2.58% Visa Inc Class A
2.54% MetLife Inc
2.40% Cimpress PLC
2.31% GlaxoSmithKline PLC ADR
2.18% Archer-Daniels Midland Co
2.17% Johnson Controls International PLC
2.17% Ashland Global Holdings Inc
2.17% The Walt Disney Co

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