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DHFIX
Mutual Fund ticker: NASDAQ
AS OF
Mar 10 closing price
Price
$13.35
Change
-$0.04 (-0.30%)
Net Assets
38.98M

DHFIX Diamond Hill Large Cap Concentrated I Forecast, Technical & Fundamental Analysis

The investment seeks to provide long-term capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

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 I MF is 353.92B. The market cap for tickers in the group ranges from 45.51B to 2.06T. AMZN holds the highest valuation in this group at 2.06T. 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 I MF was -8%. For the same stocks of the MF, the average monthly volume growth was 48% and the average quarterly volume growth was 27%

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: 58
Price Growth Rating: 46
SMR Rating: 44
Profit Risk Rating: 27
Seasonality Score: 22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Diamond Hill Funds325 John H. Mcconnell Boulevard,Suite 200Columbus
Phone
+1 8882265595
Web
www.diamond-hill.com
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DHFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DHFIX has been closely correlated with VVIAX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if DHFIX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DHFIX
1D Price
Change %
DHFIX100%
+0.98%
VVIAX - DHFIX
90%
Closely correlated
+0.89%
VIVIX - DHFIX
90%
Closely correlated
+0.90%
VIVAX - DHFIX
90%
Closely correlated
+0.89%
RMFEX - DHFIX
88%
Closely correlated
+0.74%
RMEBX - DHFIX
88%
Closely correlated
+0.74%
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