Morningstar

Diamond Hill Large Cap Concentrated ETF DHLX

Morningstar Medalist Rating
Medalist Rating as of | See Diamond Hill Investment Hub

Morningstar’s Analysis DHLX

Will DHLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DHLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DHLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DHLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Diamond Hill Large Cap Concentrated ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DHLX

More DHLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.37 6M
Technology

ConocoPhillips

7.87 5M
Energy

Berkshire Hathaway Inc Class B

7.07 5M
Financial Services

Amazon.com Inc

6.26 4M
Consumer Cyclical

Thermo Fisher Scientific Inc

5.79 4M
Healthcare

Meta Platforms Inc Class A

5.04 4M
Communication Services

Labcorp Holdings Inc

4.87 3M
Healthcare

Waste Management Inc

4.75 3M
Industrials

Union Pacific Corp

4.71 3M
Industrials

Visa Inc Class A

4.43 3M
Financial Services

Sponsor Center