Guide to Diamond Hill Large Cap I Fund (DHLRX)
Diamond Hill Large Cap I (DHLRX) a Zacks Rank #2 (Buy) invests the majority of its net assets in U.S. equity securities with large market capitalizations that the Adviser believes are undervalued.
This Large Blend fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Foreign Bond. Further, as of the last filing, STATE STREET NAVIGATOR SECS, ABBOTT LABORATORIES and PROCTER & GAMBLE CO were the top holdings for DHLRX.
The Diamond Hill Large Cap I fund, managed by Diamond Hill , carries an expense ratio of 0.77%. Moreover, DHLRX requires a minimal initial investment of $2,500.
DHLRX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 2.67%, 3 year 8.69% and 5 year 12.55%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
DHLRX’s performance, as of the last filing, when compared to funds in its category was in the top 25% in 1 year, top 44% over the past 3 years, and in the 17% over the past 5 years.
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