Following a period of inflows owing to solid performance, Diamond Hill Large Cap will close to most new investors on March 31, 2021. The fund's Y share class retains its Morningstar Analyst Rating of Gold, while the pricier I and A share classes maintain a Silver rating.
Will DHLRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DHLRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DHLRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DHLRX’s parent organization’s priorities and whether they’re in line with investors’ interests.