Diamond Hill Large Cap C (DHLCX)
19.06 
0.24(1.24%) Jun 19
| Prev Close: | 19.30 |
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| YTD Return*: | 8.01% |
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| Net Assets*: | 1.84B |
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| Yield*: | 0.54% |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for DHLCX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| UTX | 3.46 | 10.55 |
| MDT | 3.42 | 10.26 |
| OXY | 3.35 | 7.88 |
| JPM | 3.11 | 11.92 |
| PFE | 3.07 | 10.17 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.84B |
| Category: | Large Value |
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| Annual Report Expense Ratio (net): | 1.81% |
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Performance & Risk
| YTD Return: | 8.01% |
| 5y Avg Return: | 3.21% |
| Rank in Category (ytd): | 15 |
| % Rank in Category (ytd): | 1.18% |
| Beta (3y): | 0.96 |
| Morningstar Risk Rating: | 2 |
Fund Summary
The investment seeks to provide long-term capital appreciation.
The fund normally invests at least 80% 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. The Adviser focuses on estimating a company's value independent of its current stock price.
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