Diamond Hill All Fund Quote
| DHLTX Fund | USD 23.83 0.13 0.54% |
PerformanceVery Weak
| Odds Of DistressLow
|
Diamond Hill is trading at 23.83 as of the 27th of February 2025; that is 0.54 percent decrease since the beginning of the trading day. The fund's open price was 23.96. Diamond Hill has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
The fund normally invests its assets in U.S. equity securities of any size capitalization that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. The Adviser focuses on estimating a companys value independent of its current stock price. More on Diamond Hill All
Moving together with Diamond Mutual Fund
| 0.92 | DHFAX | Diamond Hill Large | PairCorr |
| 0.92 | DHFYX | Diamond Hill Large | PairCorr |
| 0.92 | DHFIX | Diamond Hill Large | PairCorr |
Moving against Diamond Mutual Fund
Diamond Mutual Fund Highlights
| Fund Concentration | Diamond Hill Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Diamond Hill Funds, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Diamond Hill All [DHLTX] is traded in USA and was established 27th of February 2025. Diamond Hill is listed under Diamond Hill Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Diamond Hill Funds family. This fund currently has accumulated 223.9 M in assets under management (AUM) with minimum initial investment of 2.5 K. Diamond Hill All is currently producing year-to-date (YTD) return of 0.5% with the current yeild of 0.01%, while the total return for the last 3 years was 8.01%.
Check Diamond Hill Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Diamond Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Diamond Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Diamond Hill All Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Diamond Hill All Mutual Fund Constituents
| OZK | Bank Ozk | Stock | Financials | |
| CMPR | Cimpress NV | Stock | Industrials | |
| BWA | BorgWarner | Stock | Consumer Discretionary | |
| CTSH | Cognizant Technology Solutions | Stock | Information Technology | |
| TAP | Molson Coors Brewing | Stock | Consumer Staples | |
| AIG | American International Group | Stock | Financials | |
| DFS | Discover Financial Services | Stock | Financials | |
| HBI | Hanesbrands | Stock | Consumer Discretionary |
Diamond Hill All Risk Profiles
| Mean Deviation | 0.7718 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.3 | |||
| Risk Adjusted Performance | (0.08) |
Diamond Hill Against Markets
Other Information on Investing in Diamond Mutual Fund
Diamond Hill financial ratios help investors to determine whether Diamond Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Diamond with respect to the benefits of owning Diamond Hill security.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |