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Diamond Hill Large Cap Concentrated Y DHFYX

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%

Morningstar’s Analysis DHFYX

Will DHFYX outperform in future?

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

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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