Diamond Hill Large Fund Quote
| DHLYX Fund | USD 33.64 0.30 0.90% |
PerformanceWeakest
| Odds Of DistressLow
|
Diamond Hill is trading at 33.64 as of the 29th of September 2025; that is 0.90% up since the beginning of the trading day. The fund's open price was 33.34. Diamond Hill has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of July 2025 and ending today, the 29th of September 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in U.S. equity securities with large market capitalizations that the Adviser believes are undervalued. Large cap companies are defined as companies with market capitalizations at the time of purchase of 5 billion or greater, or in the range of those market capitalizations of companies included in the Russell 1000 Index at the time of purchase. More on Diamond Hill Large
Moving together with Diamond Mutual Fund
Diamond Mutual Fund Highlights
| Fund Concentration | Diamond Hill Funds, Large Value Funds, Large Value, Diamond Hill Funds (View all Sectors) |
| Update Date | 30th of September 2025 |
Diamond Hill Large [DHLYX] is traded in USA and was established 29th of September 2025. Diamond Hill is listed under Diamond Hill Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Diamond Hill Funds family. This fund currently has accumulated 6.43 B in assets under management (AUM) with minimum initial investment of 500 K. Diamond Hill Large is currently producing year-to-date (YTD) return of 5.07% with the current yeild of 0.01%, while the total return for the last 3 years was 9.95%.
Check Diamond Hill Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Diamond Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Diamond Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Diamond Hill Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Diamond Hill Large Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| COF | Capital One Financial | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| TFC | Truist Financial Corp | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| PEP | PepsiCo | Stock | Consumer Staples |
Diamond Hill Large Risk Profiles
| Mean Deviation | 0.506 | |||
| Semi Deviation | 0.6078 | |||
| Standard Deviation | 0.6603 | |||
| Variance | 0.4359 |
Diamond Hill Against Markets
Other Information on Investing in Diamond Mutual Fund
Diamond Hill financial ratios help investors to determine whether Diamond Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Diamond with respect to the benefits of owning Diamond Hill security.
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