Diamond Hill Large Cap Fund

Scorecard
3 / 5 Stars
Lipper
4 3 5 3 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Holdings

The fund invests in companies its management team believes are undervalued.

Asset Allocation

% Long % Net
Cash 1.41 1.41
Stocks 98.59 98.59
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
United Technologies Corp UTX 2.91 3.39
Medtronic Inc MDT 12.38 3.33
American International Group Inc AIG 8.97 3.12
Morgan Stanley MS 3.54 3.1
Procter & Gamble Co PG -1.09 3.04
Devon Energy Corp DVN 28.56 2.93
Citigroup Inc C -8.89 2.88
JPMorgan Chase & Co JPM 0.43 2.85
Abbott Laboratories ABT 8.58 2.82
Pfizer Inc PFE -0.1 2.81

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