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

Mutual Fund Insights: Diamond Hill Small-Mid Cap C Fund (DHMCX)

In-depth Analysis of Diamond Hill Small-Mid Cap C Fund (DHMCX)

Mutual fund chart: Diamond Hill Small-Mid Cap C Fund (DHMCX)

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See Diamond Hill Small-Mid Cap C Fund (DHMCX) performance details as of January 31, 2010

  

    Last Trade: $10.68 on 3/18/2010, Change: -0.07 (-0.65%)
Experiment our closing price forecasting tool for Diamond Hill Small-Mid Cap C Fund (DHMCX) (alpha release)

  

Fund Manager - Christopher A. Welch

Fund Manager Tenure: 4.2 years   [Similar Funds: DHMAX  DHMIX ]
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
Mr. Welch has a Bachelor of Arts degree in Economics from Yale University and holds the CFA designation. Mr. Welch currently serves as a Portfolio Manager and Analyst for Diamond Hill Capital Management, Inc. From 2004 to 2005, Mr. Welch was a Portfolio Manager with Fiduciary Trust Company International. From 2002 to 2004, Mr. Welch was a private investor. From 1995 to 2002, Mr. Welch was a Senior Equity Analyst for Villanova Capital/Nationwide Insurance.  Get more insights on Christopher A. Welch

  

What we like about Diamond Hill Small-Mid Cap C Fund (DHMCX) What we like about Diamond Hill Small-Mid Cap C Fund (DHMCX)

Data for Diamond Hill Small-Mid Cap C Fund (DHMCX) as of January 31, 2010

  • Diamond Hill Small-Mid Cap C Fund (DHMCX) management has been with Diamond Hill Small-Mid Cap C Fund for 4.2 years
  • Diamond Hill Small-Mid Cap C Fund (DHMCX) has good short-term performance (1-year return 58.39% vs 43.98% Mid-Cap Value category average)
  • Diamond Hill Small-Mid Cap C Fund (DHMCX) has good mid-term performance (3-year return -2.40% vs -6.98% Mid-Cap Value category average)
  • Diamond Hill Small-Mid Cap C Fund (DHMCX) has a Morningstar rating of 4 and above
  • Diamond Hill Small-Mid Cap C Fund (DHMCX) has an annual stock turnover rate of 91.00% vs Mid-Cap Value average of 107.20%. It is good that Diamond Hill Small-Mid Cap C management does not trade extensively for its return.

  

What we are cautious about Diamond Hill Small-Mid Cap C Fund (DHMCX) What we are cautious about Diamond Hill Small-Mid Cap C Fund (DHMCX)

Data for Diamond Hill Small-Mid Cap C Fund (DHMCX) as of January 31, 2010

  • Diamond Hill Small-Mid Cap C Fund (DHMCX) ratio of up-years vs down years can be improved
  • Diamond Hill Small-Mid Cap C Fund (DHMCX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.97 that is higher than category average of 24.2
  • Diamond Hill Small-Mid Cap C Fund (DHMCX) has a higher management fee of 2.11% than its Mid-Cap Value average of 1.37%
  • Diamond Hill Small-Mid Cap C Fund (DHMCX) carries a 1% load
See Diamond Hill Small-Mid Cap C Fund (DHMCX) performance details as of January 31, 2010

  

  

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Diamond Hill Small-Mid Cap C Fund (DHMCX) Net Asset

Track net asset change of Diamond Hill Small-Mid Cap C fund (DHMCX)

DateNet Asset
01/2010$4.36M
11/2009$3.90M
10/2009$3.72M
More historic net asset information on Diamond Hill Small-Mid Cap C Fund (DHMCX)

  

Diamond Hill Small-Mid Cap C Fund (DHMCX) Portfolio Allocation

Track portfolio allocation change of Diamond Hill Small-Mid Cap C fund (DHMCX)

DateCashStockBondOther
10/200921.35%78.66%0%0%
09/200916.73%83.27%0%0%
08/200919.47%80.53%0%0%
Click here to see more historic asset allocation information on Diamond Hill Small-Mid Cap C Fund (DHMCX)

  

Most Recent Top 10 Holdings in Diamond Hill Small-Mid Cap C Fund (DHMCX)

Discover what Diamond Hill Small-Mid Cap C Fund (DHMCX) manager is buying

31-Oct-09
JPMorgan US Govt MMkt Capital [17.78%]
NOBLE ENERGY INC [3.39%]
CIMAREX ENERGY CO [3.31%]
ENCORE ACQUISITION [3.25%]
DOVER CP [3%]
CONAGRA FOOD INC [2.47%]
FLOWERS FOODS INC [2.3%]
Verigy Ltd. [2.22%]
Chattem, Inc. [2.2%]
KING PHARMACEUTICALS [2.18%]

30-Sep-09
JPMorgan US Govt MMkt Capital [12.98%]
CIMAREX ENERGY CO [3.71%]
NOBLE ENERGY INC [3.45%]
ENCORE ACQUISITION [3.32%]
DOVER CP [3.13%]
CONAGRA FOOD INC [2.59%]
FLOWERS FOODS INC [2.44%]
ASSURANT INC [2.36%]
Chattem, Inc. [2.34%]
ASSURED GUARANTY LTD [2.22%]

31-Aug-09
JPMorgan US Govt MMkt Capital [16.34%]
CIMAREX ENERGY CO [3.62%]
ENCORE ACQUISITION [3.52%]
NOBLE ENERGY INC [3.43%]
DOVER CP [3.03%]
CONAGRA FOOD INC [2.55%]
ASSURANT INC [2.39%]
KLA-Tencor Corporation [2.34%]
Chattem, Inc. [2.34%]
ENERGEN CP [2.33%]
Click here for Stock Holding Change Map in Diamond Hill Small-Mid Cap C Fund (DHMCX)

  

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