DHFIX Mutual Fund

NAV$13.82

Fund Essentials

Net Assets
$19M
Expense Ratio
0.67%
Dividend Yield (Current)
1.29%
Holdings
22
Inception Date
Feb 26, 2021
Fund Family
Diamond Hill Capital Management Inc.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+10.26%
1 Year+13.09%
3 Year+17.08%

Asset Allocation

Stocks: 96.13%
Cash: 3.87%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.29%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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DHFIX Mutual Fund Overview

DHFIX Mutual Fund (Diamond Hill Large Cap Concentrated Fund Class I) is managed by Diamond Hill Capital Management Inc. with $18.7M in net assets. DHFIX expense ratio is 0.67%, holding 22 positions across various sectors. Inception date: 2021-02-26.

DHFIX performance shows a YTD return of 10.26%. The 1-year return is 13.09%. DHFIX dividend yield stands at 1.29%, paid annually.

DHFIX top holdings include a diversified portfolio. View all DHFIX holdings, sector breakdown, or dividend history.

DHFIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DHFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.