About DHLAX
Diamond Hill Large Cap Fund Investor Share is a mutual fund focused on investing in large-cap U.S. companies that are believed to be undervalued. Its core purpose is to provide long-term capital appreciation by selecting established businesses with stable cash flows and durable competitive advantages, often favoring those trading below their intrinsic value. The fund typically allocates at least 80% of its assets to large-cap equities—companies with market capitalizations generally above $5 billion. It places a strong emphasis on intrinsic value and applies a disciplined, bottom-up investment process led by a seasoned management team.
The portfolio spans diverse sectors, with significant exposures to financial services, healthcare, technology, energy, and consumer defensive industries. Notable holdings include major firms such as American International Group, Berkshire Hathaway, and Abbott Laboratories. The fund is categorized as "Large Value," targeting stocks with relatively low price ratios and robust dividend yields, catering to investors seeking potential resilience during market downturns. With a track record dating back to 2001, the fund holds a meaningful position in the U.S. mutual fund market, appealing to those interested in value-driven equity strategies.
Fund Family Diamond Hill Funds
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DHLAX
Share Class Investor
Index Russell 1000 TR USD
DHLAX had a total return of 2.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.10%.
