DHTAX Mutual Fund

DHTAX Mutual Fund (Diamond Hill Select Fund Investor Class) is managed by Diamond Hill Capital Management Inc. with $33.1M in net assets. DHTAX expense ratio is 1.18%, holding 32 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-12-30.

DHTAX performance shows a YTD return of 1.58%. The 1-year return is 6.21% and the 5-year return is 9.39%. DHTAX dividend yield stands at 0.64%.

DHTAX top holdings include Microsoft Corp (7.0%), Berkshire Hathaway Inc Brk/B Us Equity (6.7%), American International Gr (5.0%), State Street Institutional US Government Money Market Fund (4.6%), Abbot Laboratories (4.4%). Go to all DHTAX holdings, DHTAX sectors, or DHTAX dividends.

DHTAX can be compared against other funds. Use DHTAX overlap to find shared positions, or DHTAX vs another fund for a side-by-side view. DHTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.