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DGHM All-Cap Value Investor (DGHMX) Fund Ranking and Research

Ranking, Research and Recommendation of DGHM All-Cap Value Investor (DGHMX) Fund

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Graph of DGHM All-Cap Value Investor Fund (DGHMX) ManagerFund Manager - Peter A. Gulli

Fund Manager Information

Fund Manager Tenure: 9.6 years
Fund Family: DGHM
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.34)     (What does this score mean?)
Mr. Gulli joined DGHM in 1999, and is a Senior Vice President and Shareholder. From 1994 to 1999 he was a Vice President and Equity Analyst at the Chase Manhattan Bank. Previously, he served as a Financial Analyst in the Private Bank Financial Management group at Chase. Mr. Gulli received a B.B.A. in Finance from the University of Notre Dame in 1992, and a M.B.A. from New York University in 1999.  Get more insights on Peter A. Gulli

 

Graph of DGHM All-Cap Value Investor Fund (DGHMX) ProfileDGHM All-Cap Value Investor Fund (DGHMX) Profile

Fund Profile and Description

DGHM All-Cap Value Investor Fund seeks long-term capital appreciation. DGHM All-Cap Value Investor Fund normally invests at least 80% of net assets in publicly traded equity securities, including common stocks, preferred stocks, convertible securities, and similar instruments of various issuers. It invests primarily in a diversified portfolio of publicly traded equity securities of domestic companies that advisor believes are undervalued. The companies may be of any market capitalization and may be unseasoned or established companies.

 

DGHM All-Cap Value Investor (DGHMX) Fund Strength What we like about DGHM All-Cap Value Investor (DGHMX) Fund

Data for DGHM All-Cap Value Investor Fund (DGHMX) as of May 30, 2016

  • DGHM All-Cap Value Investor Fund (DGHMX) management has been with DGHM All-Cap Value Investor Fund for 9.6 years

DGHM All-Cap Value Investor Fund (DGHMX) Weakness What we are cautious about DGHM All-Cap Value Investor (DGHMX) Fund

Data for DGHM All-Cap Value Investor Fund (DGHMX) as of May 30, 2016

  • DGHM All-Cap Value Investor Fund (DGHMX) has a less-than-ideal short-term performance (1-year return -3.98% vs -2.36% Large Value category median performance)
  • DGHM All-Cap Value Investor Fund (DGHMX) has a less-than-ideal mid-term performance (3-year return 7.39% vs 7.81% Large Value category median performance)
  • DGHM All-Cap Value Investor Fund (DGHMX) has a less-than-ideal Long-term performance (5-year return 7.19% vs 9.15% Large Value category median performance)
  • DGHM All-Cap Value Investor Fund (DGHMX) ratio of up-years vs down years can be improved
  • DGHM All-Cap Value Investor Fund (DGHMX) has a Morningstar rating of 3 and below
  • DGHM All-Cap Value Investor Fund (DGHMX) is less safe compared to its Large Value peers
  • DGHM All-Cap Value Investor Fund (DGHMX) has an annual stock turnover rate of 49.92% that is higher than the Large Value average of 44.24%. This could mean DGHM All-Cap Value Investor is more nimble, but also signal potential high tax impact and high trading fees
  • DGHM All-Cap Value Investor Fund (DGHMX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.08 that is higher than category average of 11.7
  • DGHM All-Cap Value Investor Fund (DGHMX) has a higher expense ratio of 1.71% than its Large Value average of 1.10%
  • Even though DGHM All-Cap Value Investor Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in DGHM All-Cap Value Investor Fund (DGHMX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See DGHM All-Cap Value Investor Fund (DGHMX) performance details as of May 30, 2016

 

What do you think?

 

Compare DGHM All-Cap Value Investor Fund (DGHMX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DGHM All-Cap Value Investor7.40-3.987.397.19
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare DGHM All-Cap Value Investor Fund (DGHMX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of DGHM All-Cap Value Investor Fund (DGHMX) Net Asset TrackingDGHM All-Cap Value Investor (DGHMX) Fund Net Asset

Track net asset change of DGHM All-Cap Value Investor fund (DGHMX)

DateNet Asset
05/2016$16.17M
03/2016$16.54M
02/2016$20.27M
More historic net asset information on DGHM All-Cap Value Investor Fund (DGHMX)

  

Graph of DGHM All-Cap Value Investor Fund (DGHMX) Portfolio TrackingDGHM All-Cap Value Investor (DGHMX) Fund Portfolio Allocation

Track portfolio allocation change of DGHM All-Cap Value Investor fund (DGHMX)

DateCashStockBondOther
02/20160%100%0%0%
11/20150%100%0%0%
08/20150%100%0%0%
Click here to see more historic asset allocation information on DGHM All-Cap Value Investor Fund (DGHMX)

 

graph of DGHM All-Cap Value Investor Fund (DGHMX) Top 10 Position TrackingTop 10 Holdings in DGHM All-Cap Value Investor (DGHMX) Fund

Discover what DGHM All-Cap Value Investor Fund (DGHMX) manager is buying

Feb 28, 2016
Pfizer, Inc. Common Stock [4.73%]
AT&T Inc. [4.6%]
JP Morgan Chase & Co. Common St [3.92%]
SUNCOR ENERGY INC. [3.73%]
Cisco Systems, Inc. [3.7%]
Halliburton Company Common Stoc [3.65%]
Public Service Enterprise Group [3.63%]
WEC Energy Group, Inc. Common S [3.56%]
Check Point Software Technologi [3.52%]
PDC Energy, Inc. [3.33%]

Nov 29, 2015
Pfizer, Inc. Common Stock [4.98%]
JP Morgan Chase & Co. Common St [4.88%]
AT&T Inc. [4.6%]
Check Point Software Technologi [3.53%]
Cisco Systems, Inc. [3.49%]
Halliburton Company Common Stoc [3.43%]
WEC Energy Group, Inc. Common S [3.41%]
CIT Group Inc (DEL) Common Stoc [3.25%]
SunTrust Banks, Inc. Common Sto [3.19%]
Public Service Enterprise Group [3.18%]

Aug 30, 2015
Pfizer, Inc. Common Stock [4.74%]
JP Morgan Chase & Co. Common St [4.54%]
AT&T Inc. [4.39%]
Cisco Systems, Inc. [3.2%]
WEC Energy Group, Inc. Common S [3.19%]
CIT Group Inc (DEL) Common Stoc [3.18%]
PDC Energy, Inc. [3.17%]
Public Service Enterprise Group [3.17%]
SUNCOR ENERGY INC. [3.11%]
Time Warner Inc. New Common Sto [3.08%]
Click here for Stock Holding Change Map in DGHM All-Cap Value Investor Fund (DGHMX)

  

Latest News on DGHM All-Cap Value Investor (DGHMX) Fund

See what is happening with DGHM All-Cap Value Investor Fund (DGHMX)

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DGHM All-Cap Value Investor Fund (DGHMX) Related ResourcesSee more information on DGHM All-Cap Value Investor (DGHMX) Fund

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