Diamond Hill All Cap Select Fund Class I (DHLTX) Research

This fund aims to achieve long-term growth of capital. It typically invests in U.S. common and preferred stocks of companies with any market capitalization that the Advisor identifies as undervalued. The Advisor's strategy centers on assessing a company's intrinsic value, separate from its prevailing market price. This assessment also incorporates qualitative factors such as industry competition, regulatory environments, the potential for technological disruption, and other relevant sector-specific elements. The fund operates as a non-diversified portfolio.

Market snapshot

Symbol
DHLTX
Price
$25.32
Day change
+0.92%
Market cap
$2.0B
52-week range
23.87-27.35
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Columbia International Div Inc A (CSVAX)
  • Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX)
  • Integrity Dividend Harvest Fund Class A (IDIVX)
  • Leuthold Core Investment Fund Class Institutional (LCRIX)
  • Virtus NFJ Mid Cap Value Fund Class A (PQNAX)
  • Virtus NFJ Mid Cap Value Fund Institutional Class (PRNIX)
  • SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX)
  • SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX)

Open Diamond Hill All Cap Select Fund Class I (DHLTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.