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Fund Intelligence | Best Managers | BANCX Insights | BANCX Score | BANCX Performance | BANCX Manager | BANCX News | BANCX Allocation | BANCX Holdings Change

Mutual Fund Insights: Diamond Hill Financial Long-Short A Fund (BANCX)

In-depth Analysis of Diamond Hill Financial Long-Short A Fund (BANCX)

Mutual fund chart: Diamond Hill Financial Long-Short A Fund (BANCX)

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See Diamond Hill Financial Long-Short A Fund (BANCX) performance details as of January 31, 2010

  

    Last Trade: $11.46 on 3/15/2010, Change: -0.02 (-0.17%)

  

Fund Manager - Christopher M. Bingaman

Fund Manager Tenure: 8.3 years
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)
Mr. Bingaman has a Bachelor of Arts degree in Finance (Cum Laude) from Hillsdale College, a Masters degree in Business Administration from the University of Notre Dame, and holds the CFA designation. Mr. Bingaman currently serves as a Portfolio Manager and Analyst for Diamond Hill Capital Management, Inc. From 1998 to March 2001, Mr. Bingaman was a Senior Equity Analyst for Villanova Capital/Nationwide Insurance.  Get more insights on Christopher M. Bingaman

  

What we like about Diamond Hill Financial Long-Short A Fund (BANCX) What we like about Diamond Hill Financial Long-Short A Fund (BANCX)

Data for Diamond Hill Financial Long-Short A Fund (BANCX) as of January 31, 2010

  • Diamond Hill Financial Long-Short A Fund (BANCX) management has been with Diamond Hill Financial Long-Short A Fund for 8.3 years
  • Diamond Hill Financial Long-Short A Fund (BANCX) has good short-term performance (1-year return 72.17% vs 49.15% Financial category average)
  • Diamond Hill Financial Long-Short A Fund (BANCX) ratio of up-years vs down years is greater than 2
  • Diamond Hill Financial Long-Short A Fund (BANCX) has an annual stock turnover rate of 74.00% vs Financial average of 202.44%. It is good that Diamond Hill Financial Long-Short A management does not trade extensively for its return.

  

What we are cautious about Diamond Hill Financial Long-Short A Fund (BANCX) What we are cautious about Diamond Hill Financial Long-Short A Fund (BANCX)

Data for Diamond Hill Financial Long-Short A Fund (BANCX) as of January 31, 2010

  • Diamond Hill Financial Long-Short A Fund is a focused fund with 43.62% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Diamond Hill Financial Long-Short A Fund (BANCX) has a less-than-ideal mid-term performance (3-year return -16.24% vs -16.13% Financial category average)
  • Diamond Hill Financial Long-Short A Fund (BANCX) has a less-than-ideal Long-term performance (5-year return -6.98% vs -5.96% Financial category average)
  • Diamond Hill Financial Long-Short A Fund (BANCX) has a Morningstar rating of 3 and below
  • Diamond Hill Financial Long-Short A Fund (BANCX) is more volatile than its peers as it has a 3-year Standard Deviation of 33.08 that is higher than category average of 28.7
  • Diamond Hill Financial Long-Short A Fund (BANCX) has a higher management fee of 1.89% than its Financial average of 1.76%
  • Diamond Hill Financial Long-Short A Fund (BANCX) carries a 5% load
See Diamond Hill Financial Long-Short A Fund (BANCX) performance details as of January 31, 2010

  

  

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Diamond Hill Financial Long-Short A Fund (BANCX) Net Asset

Track net asset change of Diamond Hill Financial Long-Short A fund (BANCX)

DateNet Asset
01/2010$8.07M
11/2009$8.19M
10/2009$8.46M
More historic net asset information on Diamond Hill Financial Long-Short A Fund (BANCX)

  

Diamond Hill Financial Long-Short A Fund (BANCX) Portfolio Allocation

Track portfolio allocation change of Diamond Hill Financial Long-Short A fund (BANCX)

DateCashStockBondOther
10/200915.97%68.51%4.09%11.43%
09/200918.37%64.97%3.71%12.95%
07/200916.05%67.95%1.98%14.02%
Click here to see more historic asset allocation information on Diamond Hill Financial Long-Short A Fund (BANCX)

  

Most Recent Top 10 Holdings in Diamond Hill Financial Long-Short A Fund (BANCX)

Discover what Diamond Hill Financial Long-Short A Fund (BANCX) manager is buying

31-Oct-09
JPMorgan US Govt MMkt Capital [9.49%]
WELLS FARGO & CO NEW [6.51%]
JP MORGAN CHASE CO [5.75%]
ASSURED GUARANTY LTD [3.7%]
THE TRAVELERS CO [3.58%]
ALLSTATE CP [3.51%]
US BANCORP [3.43%]
P N C FIN SVCS GR [3.35%]
Natl City Cap Tr Iv Pfd [3.19%]
Huntington Bancshares Pfd [3.06%]

30-Sep-09
JPMorgan US Govt MMkt Capital [7.75%]
WELLS FARGO & CO NEW [6.35%]
JP MORGAN CHASE CO [5.74%]
US BANCORP [3.91%]
ASSURED GUARANTY LTD [3.81%]
ASSURANT INC [3.66%]
Natl City Cap Tr Iv Pfd [3.46%]
ALLSTATE CP [3.46%]
THE TRAVELERS CO [3.37%]
Countrywide Cap V Pfd [3.3%]

31-Jul-09
JP MORGAN CHASE CO [6.86%]
WELLS FARGO & CO NEW [6.2%]
JPMorgan US Govt MMkt Capital [5.48%]
US BANCORP [4.56%]
THE TRAVELERS CO [4.19%]
Natl City Cap Tr Iv Pfd [3.77%]
SUNTRUST BANKS [3.7%]
ALLSTATE CP [3.42%]
ASSURED GUARANTY LTD [3.34%]
AMER EXPRESS INC [3.32%]
Click here for Stock Holding Change Map in Diamond Hill Financial Long-Short A Fund (BANCX)

  

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Latest News on Diamond Hill Financial Long-Short A (BANCX)

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