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Diamond Hill Long-Short I (DHLSX) Fund Ranking and Research

Ranking, Research and Recommendation of Diamond Hill Long-Short I (DHLSX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Diamond Hill Long-Short I Fund (DHLSX) ManagerFund Manager - Charles S. Bath

Fund Manager Information

Fund Manager Tenure: 17.3 years
Fund Family: Diamond Hill Funds
Fund Category: Long-Short Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)

 

Graph of Diamond Hill Long-Short I Fund (DHLSX) ProfileDiamond Hill Long-Short I Fund (DHLSX) Profile

Fund Profile and Description

Diamond Hill Long-Short I Fund seeks long-term capital appreciation. Diamond Hill Long-Short I Fund primarily invests in common stocks of U.S. companies that the management believes are undervalued. The management utilizes a two-step security selection process to find intrinsic value regardless of overall market conditions.

 

Diamond Hill Long-Short I (DHLSX) Fund Strength What we like about Diamond Hill Long-Short I (DHLSX) Fund

Data for Diamond Hill Long-Short I Fund (DHLSX) as of May 30, 2016

  • Diamond Hill Long-Short I Fund (DHLSX) management has been with Diamond Hill Long-Short I Fund for 17.3 years
  • Diamond Hill Long-Short I Fund (DHLSX) has good short-term performance (1-year return -1.16% vs -3.77% Long-Short Equity category median performance)
  • Diamond Hill Long-Short I Fund (DHLSX) has good mid-term performance (3-year return 5.78% vs 2.72% Long-Short Equity category median performance)
  • Diamond Hill Long-Short I Fund (DHLSX) has good Long-term performance (5-year return 7.50% vs 2.87% Long-Short Equity category median performance)
  • Diamond Hill Long-Short I Fund (DHLSX) ratio of up-years vs down years is greater than 2
  • Diamond Hill Long-Short I Fund (DHLSX) has a Morningstar rating of 4 and above
  • Asset base in Diamond Hill Long-Short I Fund (DHLSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Diamond Hill Long-Short I Fund (DHLSX) has an annual stock turnover rate of 81.00% vs Long-Short Equity average of 218.72%. It is good that Diamond Hill Long-Short I management does not trade extensively for its return.
  • Diamond Hill Long-Short I Fund (DHLSX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.43, lower than category average of 8.81
  • Diamond Hill Long-Short I Fund (DHLSX) has a lower expense ratio than its Long-Short Equity average: 1.12% vs 1.90%
  • Diamond Hill Long-Short I Fund (DHLSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Diamond Hill Long-Short I Fund (DHLSX) Weakness What we are cautious about Diamond Hill Long-Short I (DHLSX) Fund

Data for Diamond Hill Long-Short I Fund (DHLSX) as of May 30, 2016

See Diamond Hill Long-Short I Fund (DHLSX) performance details as of May 30, 2016

 

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Compare Diamond Hill Long-Short I Fund (DHLSX)Compare with other top Long-Short Equity category mutual funds

Aadditional top Long-Short Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Diamond Hill Long-Short I2.36-1.165.787.50
Boston Partners Long/Short Equity Instl (BPLSX)11.4912.095.377.58Compare
Burnham Financial Long/Short A (BURFX)-4.536.8212.4710.68Compare
Schwab Hedged Equity (SWHEX)1.96-0.826.355.92Compare

See top fund managers for Long-Short Equity Category Funds

 

Graph of Diamond Hill Long-Short I Fund (DHLSX) Net Asset TrackingDiamond Hill Long-Short I (DHLSX) Fund Net Asset

Track net asset change of Diamond Hill Long-Short I fund (DHLSX)

DateNet Asset
05/2016$4.36B
03/2016$4.34B
02/2016$4.17B
More historic net asset information on Diamond Hill Long-Short I Fund (DHLSX)

  

Graph of Diamond Hill Long-Short I Fund (DHLSX) Portfolio TrackingDiamond Hill Long-Short I (DHLSX) Fund Portfolio Allocation

Track portfolio allocation change of Diamond Hill Long-Short I fund (DHLSX)

DateCashStockBondOther
05/201633.59%66.4%0%0%
03/201632.22%67.78%0%0%
01/201629.57%70.42%0%0%
Click here to see more historic asset allocation information on Diamond Hill Long-Short I Fund (DHLSX)

 

graph of Diamond Hill Long-Short I Fund (DHLSX) Top 10 Position TrackingTop 10 Holdings in Diamond Hill Long-Short I (DHLSX) Fund

Discover what Diamond Hill Long-Short I Fund (DHLSX) manager is buying

May 30, 2016
Citigroup, Inc. Common Stock [3.8%]
Abbott Laboratories Common Stoc [3.48%]
Willis Towers Watson Public Lim [3.35%]
MetLife, Inc. Common Stock [2.97%]
Pfizer, Inc. Common Stock [2.95%]
Capital One Financial Corporati [2.85%]
Alphabet Inc. [2.8%]
Popular, Inc. [2.6%]
Twenty-First Century Fox, Inc. [2.48%]
United Technologies Corporation [2.48%]

Mar 30, 2016
Citigroup, Inc. Common Stock [3.52%]
Abbott Laboratories Common Stoc [3.27%]
Willis Towers Watson Public Lim [3.21%]
Twenty-First Century Fox, Inc. [2.94%]
MetLife, Inc. Common Stock [2.92%]
Capital One Financial Corporati [2.85%]
Alphabet Inc. [2.85%]
Whirlpool Corporation Common St [2.84%]
Apple Inc. [2.67%]
Popular, Inc. [2.55%]

Jan 30, 2016
Citigroup, Inc. Common Stock [3.26%]
Willis Towers Watson Public Lim [3.13%]
Jarden Corporation Common Stock [3.01%]
Industrial Select Sector SPDR® ETF [2.96%]
Alphabet Inc. [2.78%]
Abbott Laboratories Common Stoc [2.78%]
MetLife, Inc. Common Stock [2.74%]
Twenty-First Century Fox, Inc. [2.74%]
Capital One Financial Corporati [2.54%]
Apple Inc. [2.46%]
Click here for Stock Holding Change Map in Diamond Hill Long-Short I Fund (DHLSX)

  

Latest News on Diamond Hill Long-Short I (DHLSX) Fund

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