Diamond Hill Large Cap Y (DHLYX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Diamond Hill Large Cap Y
Columbus, OH 43215
325 John H. Mcconnell Boulevard,Suite 200
Diamond Hill Funds
+1 8882265595
Management Information
,Lead Manager since February 27, 2015
Austin serves as Chief Investment Officer and Portfolio Manager for Diamond Hill Capital Management and joined the firm in 2008. Prior to joining Diamond Hill, Austin was an Equity Analyst at Putnam Investments from 2004 to 2008. From 1999 to 2002, he was an Investment Associate at Putnam Investments. Austin has a Bachelor of Arts in History (cum laude) and a Master of Business Administration (with distinction) from Dartmouth College.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Value
Fund FamilyDiamond Hill Funds
Net Assets9.13B
YTD Return10.65%
Yield1.39%
Morningstar Rating★★★
Inception DateJan 30, 2005
Fund Operations
Last Dividend0.50
Last Cap Gain24.00
Holdings Turnover22.00%
Average for CategoryN/A
Fees & Expenses
ExpenseDHLYXCategory Average
Annual Report Expense Ratio (net)0.67%0.94%
Prospectus Net Expense Ratio0.67%N/A
Prospectus Gross Expense Ratio0.67%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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