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

Mutual Fund Insights: Diamond Hill Financial Long-Short C Fund (BSGCX)

In-depth Analysis of Diamond Hill Financial Long-Short C Fund (BSGCX)

Mutual fund chart: Diamond Hill Financial Long-Short C Fund (BSGCX)

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See Diamond Hill Financial Long-Short C Fund (BSGCX) performance details as of February 28, 2010

  

    Last Trade: $11.06 on 3/19/2010, Change: -0.04 (-0.36%)

  

Fund ManagerFund Manager - Austin M. Hawley

Fund Manager Tenure: 0.2 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Austin Austin M. Hawley is an Assistant Portfolio Manager with Diamond Hill Capital Management, Inc.  Get more insights on Austin M. Hawley

  

What we like about Diamond Hill Financial Long-Short C Fund (BSGCX) What we like about Diamond Hill Financial Long-Short C Fund (BSGCX)

Data for Diamond Hill Financial Long-Short C Fund (BSGCX) as of February 28, 2010

  • Diamond Hill Financial Long-Short C Fund (BSGCX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Diamond Hill Financial Long-Short C Fund (BSGCX) has good mid-term performance (3-year return -15.94% vs -15.02 % Financial category average)
  • Diamond Hill Financial Long-Short C Fund (BSGCX) has good Long-term performance (5-year return -7.15% vs -5.58 % Financial category average)
  • Diamond Hill Financial Long-Short C Fund (BSGCX) ratio of up-years vs down years is greater than 2
  • Diamond Hill Financial Long-Short C Fund (BSGCX) has an annual stock turnover rate of 74.00% vs Financial average of 202.29%. It is good that Diamond Hill Financial Long-Short C management does not trade extensively for its return.

  

What we are cautious about Diamond Hill Financial Long-Short C Fund (BSGCX) What we are cautious about Diamond Hill Financial Long-Short C Fund (BSGCX)

Data for Diamond Hill Financial Long-Short C Fund (BSGCX) as of February 28, 2010

  • Diamond Hill Financial Long-Short C Fund (BSGCX) management has been with Diamond Hill Financial Long-Short C Fund for only 0.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Diamond Hill Financial Long-Short C Fund is a focused fund with 40.45% 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 C Fund (BSGCX) has a less-than-ideal short-term performance (1-year return 109.44% vs 75.16 % Financial category average)
  • Diamond Hill Financial Long-Short C Fund (BSGCX) has a Morningstar rating of 3 and below
  • Diamond Hill Financial Long-Short C Fund (BSGCX) is more volatile than its peers as it has a 3-year Standard Deviation of 33.17 that is higher than category average of 28.76
  • Diamond Hill Financial Long-Short C Fund (BSGCX) has a higher management fee of 2.30% than its Financial average of 1.72%
  • Diamond Hill Financial Long-Short C Fund (BSGCX) carries a 1% load
See Diamond Hill Financial Long-Short C Fund (BSGCX) performance details as of February 28, 2010

  

  

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Diamond Hill Financial Long-Short C Fund (BSGCX) Net Asset

Track net asset change of Diamond Hill Financial Long-Short C fund (BSGCX)

DateNet Asset
02/2010$11.41M
01/2010$1.29M
11/2009$1.37M
More historic net asset information on Diamond Hill Financial Long-Short C Fund (BSGCX)

  

Diamond Hill Financial Long-Short C Fund (BSGCX) Portfolio Allocation

Track portfolio allocation change of Diamond Hill Financial Long-Short C fund (BSGCX)

DateCashStockBondOther
01/201016.78%70.56%2.78%0%
10/200915.97%68.51%4.09%11.43%
09/200918.37%64.97%3.71%12.95%
Click here to see more historic asset allocation information on Diamond Hill Financial Long-Short C Fund (BSGCX)

  

Most Recent Top 10 Holdings in Diamond Hill Financial Long-Short C Fund (BSGCX)

Discover what Diamond Hill Financial Long-Short C Fund (BSGCX) manager is buying

31-Jan-10
Wells Fargo & Company Common St [6.55%]
JP Morgan Chase & Co. Common St [5.39%]
Assured Guaranty Ltd Common Sto [4.17%]
U.S. Bancorp Common Stock [3.77%]
The Travelers Companies, Inc. C [3.77%]
Prudential Financial Inc Pruden [3.51%]
Assurant, Inc. Common Stock [3.46%]
PNC Financial Services Group, I [3.37%]
Old Republic International Corp [3.32%]
Allstate Corporation (The) Comm [3.14%]

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%]
Click here for Stock Holding Change Map in Diamond Hill Financial Long-Short C Fund (BSGCX)

  

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Latest News on Diamond Hill Financial Long-Short C (BSGCX)

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