About DHRIX
Diamond Hill Core Bond Fund Class I is an actively managed mutual fund within the intermediate core bond category. Its primary objective is to maximize total return while preserving capital, making it a core holding option for investors looking for diversified exposure to U.S. investment grade fixed income securities. The fund generally invests at least 80% of its assets in a broad selection of bonds, including U.S. Treasury, agency, corporate, and securitized debt, with a focus on investment grade credit quality. This approach allows the fund to navigate various interest rate environments and credit conditions, delivering a balanced presentation of yield and risk management. The fund pays dividends monthly, offers a relatively low expense ratio, and has been recognized for its consistent, risk-adjusted performance over time, as well as offering a below average risk profile compared with its peers. Since its inception in 2016, the fund has played a significant role in portfolios seeking stability and income generation within the broader fixed income market.
Fund Family Diamond Hill Funds
Category Intermediate Core Bond
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DHRIX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR
DHRIX had a total return of 2.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.56%.
