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Morningstar

Diamond Hill Large Cap Inv DHLAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 30.47  /  0.40 %
  • Total Assets 8.5 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 1.10%
  • Turnover 22%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DHLAX

Will DHLAX 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 DHLAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DHLAX 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 DHLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Competent

Director

Summary

| by Dan Culloton

Diamond Hill Large Cap's seasoned managers and a clear circle of competence earn the strategy Morningstar Analyst Ratings ranging from Silver to Gold, depending on share class and vehicle.

Unlock our full analysis with Morningstar Investor