Diamond Hill Large Cap Fund
Shareclass
Diamond Hill Large Cap I (DHLRX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Diamond Hill Large Cap Fund
FUND COVERAGE
# of holdings48
% of assets97%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp2.34%$178.54M
- 2. General Mills Inc2.5%$190.54M
- 3. Accenture PLC Class A1.28%$97.65M
- 4. Colgate-Palmolive Co3.89%$296.18M
- 5. The Hartford Insurance Group Inc0.6%$45.76M
- 6. General Motors Co2.07%$157.72M
- 7. Zoetis Inc Class A2.08%$158.57M
- 8. Starbucks Corp1.47%$111.9M
- 9. Salesforce Inc2.1%$160.35M
- 10. MetLife Inc2.04%$155.58M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B4.93%$375.82M
- 2. Nucor Corp1.46%$111.1M
- 3. NVR Inc1.77%$134.89M
- 4. SS&C Technologies Holdings Inc1.3%$98.82M
- 5. Martin Marietta Materials Inc2.06%$156.92M
- 6. Builders FirstSource Inc0.88%$66.73M
- 7. International Paper Co1.48%$112.74M
- 8. Diamondback Energy Inc1.86%$141.59M
- 9. Extra Space Storage Inc1.92%$146.57M
- 10. Regal Rexnord Corp1.51%$114.78M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Diamond Hill Large Cap Fund
Totals
Holdings
Assets
Weight
Prisons
3
$665.55M
8.74%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$792.21M
10%
Borders high risk
1
$128.57M
1.69%
Total
7
$1.17B
15%
Holdings — 7 flagged holdings
1.
Berkshire Hathaway Inc Class B
$375.82M
4.93%
2.
Salesforce Inc
:$160.35M
2.1%
3.
General Motors Co
:$157.72M
2.07%
4.
Amazon.com Inc
:$132.01M
1.73%
5.
L3Harris Technologies Inc
:$128.57M
1.69%
6.
Thermo Fisher Scientific Inc
:$115.91M
1.52%
7.
Accenture PLC Class A
:$97.65M
1.28%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Diamond Hill Large Cap Fund DHLRX
Environment
Social
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