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Morningstar

Diamond Hill Large Cap Concentrated Y DHFYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.76  /  0.19 %
  • Total Assets 23.1 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.23%
  • Turnover 18%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis DHFYX

Will DHFYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DHFYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DHFYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DHFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Diamond Hill Large Cap Concentrated Y's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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