About DHAMX
Centre American Select Equity Fund Advisor Class is a U.S. mutual fund focused on large capitalization equities, primarily targeting long-term capital growth. The fund allocates at least 80% of its assets to equity securities of large-cap U.S. companies, often emphasizing firms with market capitalizations below $3 billion at the time of purchase. Its portfolio is diversified across multiple industry sectors, with significant exposure to technology, consumer cyclical, healthcare, and consumer defensive names, including major holdings such as Microsoft, Amazon.com, Apple, and NVIDIA.
The fund employs a growth-oriented investment strategy and, to help manage risk and preserve capital, may tactically use exchange-traded derivatives—such as futures and options—on U.S. large-cap indices. These strategies are deployed to hedge market risk, reduce volatility, and potentially enhance returns. The fund is actively managed, with a relatively high portfolio turnover and an expense ratio of approximately 1.34%, placing it among the more expensive options in its peer group. Investors typically require a minimum initial investment of $5,000.
Centre American Select Equity Fund Advisor Class plays a role as a core equity holding for investors seeking diversified exposure to established U.S. companies, coupled with active risk management and tactical portfolio adjustment in response to market conditions.
Fund Family Horizon Investments
Category Large Blend
Performance Rating High
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol DHAMX
Share Class Advisor Class
Index S&P 500 TR
DHAMX had a total return of 28.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.03%.
