Notable companies
The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Bank of America Corp (NYSE:BAC), PepsiCo (NASDAQ:PEP), Abbott Laboratories (NYSE:ABT), Caterpillar (NYSE:CAT), Texas Instruments (NASDAQ:TXN), ConocoPhillips (NYSE:COP), American International Group (NYSE:AIG).
Industry description
The investment seeks to provide long-term capital appreciation.
The fund, under normal market conditions, invests at least 80% of its net assets in U.S. equity securities with large market capitalizations ('large cap") that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. The Adviser may sell a security as it reaches the Adviser's estimate of the company's value if the adviser believes that the company's earnings, revenue growth, operating margin or other economic factors are deteriorating or if it identifies a stock that it believes offers a better investment opportunity. It is non-diversified.
Market Cap
The average market capitalization across the Diamond Hill Large Cap Concentrated Inv MF is 345.28B. The market cap for tickers in the group ranges from 45.51B to 2.08T. AMZN holds the highest valuation in this group at 2.08T. The lowest valued company is ALL at 45.51B.
Volume
The average weekly volume growth across all stocks in the Diamond Hill Large Cap Concentrated Inv MF was 17%. For the same stocks of the MF, the average monthly volume growth was -40% and the average quarterly volume growth was 23%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 49
P/E Growth Rating: 59
Price Growth Rating: 47
SMR Rating: 43
Profit Risk Rating: 22
Seasonality Score: -3 (-100 ... +100)