Diamond Hill Core Bond I (DHRIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
8.94
-0.01 (-0.11%)
At close: Jul 8, 2026
Fund Assets3.25B
Expense Ratio0.48%
Min. Investment$2,500
Turnover18.00%
Dividend (ttm)0.44
Dividend Yield4.84%
Dividend Growth-1.58%
Payout FrequencyMonthly
Ex-Dividend DateJun 29, 2026
Previous Close8.95
YTD Return0.61%
1-Year Return3.96%
5-Year Return3.84%
52-Week Low8.92
52-Week High9.25
Beta (5Y)0.02
Holdings1093
Inception DateJul 5, 2016

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

Performance

DHRIX had a total return of 3.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.57%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FGBPXFidelityFidelity Advisor Investment Gr Bd I0.50%
FSMTXFidelityFidelity SAI Total Bond Fund0.29%
FGBCXFidelityFidelity Advisor Investment Gr Bd C1.52%
FGBTXFidelityFidelity Advisor Investment Gr Bd M0.74%
FTKFXFidelityFidelity Total Bond K6 Fund0.30%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
DHRYXClass Y0.35%
DHRAXInvestor0.77%

Dividend History

Ex-DividendAmountPay Date
Jun 29, 2026$0.038Jun 30, 2026
May 28, 2026$0.037May 29, 2026
Apr 29, 2026$0.038Apr 30, 2026
Mar 30, 2026$0.037Mar 31, 2026
Feb 26, 2026$0.032Feb 27, 2026
Jan 29, 2026$0.034Jan 30, 2026
Full Dividend History