DHLRX Diamond Hill Large Cap I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), ConocoPhillips (NYSE:COP), Colgate-Palmolive Company (NYSE:CL), Diamondback Energy (NASDAQ:FANG), American International Group (NYSE:AIG).

The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets in U.S. equity securities with large market capitalizations that the Adviser believes are undervalued. Large cap companies are defined as companies with market capitalizations at the time of purchase of $5 billion or greater, or in the range of those market capitalizations of companies included in the Russell 1000 Index at the time of purchase. The Adviser focuses on estimating a company's value independent of its current stock price.

The average market capitalization across the Diamond Hill Large Cap I MF is 565.65B. The market cap for tickers in the group ranges from 39.73B to 3.69T. MSFT holds the highest valuation in this group at 3.69T. The lowest valued company is AIG at 39.73B.

The average weekly volume growth across all stocks in the Diamond Hill Large Cap I MF was 23%. For the same stocks of the MF, the average monthly volume growth was 62% and the average quarterly volume growth was -24%