Diamond Hill Large Cap Fund (DHLRX) Research

This fund typically allocates at least 80% of its net assets to U.S.-based common stocks. The investment adviser primarily targets large-capitalization companies believed to be fundamentally undervalued. For the purpose of this fund, a large-cap company is defined as one with a market capitalization of $5 billion or more at the time of purchase, or a company whose market value falls within the range of firms comprising the Russell 1000 Index at the time of acquisition. The adviser's core strategy involves assessing a company's intrinsic worth independently, without being influenced by its prevailing stock price.

Market snapshot

Symbol
DHLRX
Price
$32.07
Day change
-0.16%
Market cap
$4.8B
52-week range
30.77-34.52
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Mid Cap Value Fund (AVUAX)
  • BlackRock Systematic Multi-Strategy Fund (BAMBX)
  • BlackRock Systematic Multi-Strategy Fund (BIMBX)
  • T. Rowe Price Institutional Mid-Cap Equity Growth Fund (PMEGX)
  • T. Rowe Price All-Cap Opportunities Fund (PRWAX)
  • Franklin Mutual Shares Fund (TESIX)
  • TIAA-CREF Large Cap Value Fund (TRLCX)

Open Diamond Hill Large Cap Fund (DHLRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.