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Diamond Hill Small-Mid Cap I (DHMIX) Fund Ranking and Research

Ranking, Research and Recommendation of Diamond Hill Small-Mid Cap I (DHMIX) Fund

    Last Trade: $22.02 on 4/24/2017, Change: +0.22 (1.01%)

 

Graph of Diamond Hill Small-Mid Cap I Fund (DHMIX) ManagerFund Manager - Christopher Welch

Fund Manager Information

Fund Manager Tenure: 11.3 years
Similar Funds: DHMAX  DHMCX 
Fund Family: Diamond Hill Funds
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82)     (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, Sector Leader and Co-Chief Investment Officer 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 Welch

 

Graph of Diamond Hill Small-Mid Cap I Fund (DHMIX) ProfileDiamond Hill Small-Mid Cap I Fund (DHMIX) Profile

Fund Profile and Description

Diamond Hill Small-Mid Cap I Fund seeks long-term capital appreciation. Diamond Hill Small-Mid Cap I Fund normally invests at least 80% of net assets in common stocks of U.S. companies with small and medium capitalization that the adviser believes are undervalued. Small- and mid-cap companies are companies with market capitalizations at the time of purchase between $500 million and $10 billion or in the range of those market capitalizations of companies included in the Russell 2500 index. The management utilizes a two-step security selection process to find intrinsic value regardless of overall market conditions.

 

Diamond Hill Small-Mid Cap I (DHMIX) Fund Strength What we like about Diamond Hill Small-Mid Cap I (DHMIX) Fund

Data for Diamond Hill Small-Mid Cap I Fund (DHMIX) as of May 30, 2016

  • Diamond Hill Small-Mid Cap I Fund (DHMIX) management has been with Diamond Hill Small-Mid Cap I Fund for 11.3 years
  • Diamond Hill Small-Mid Cap I Fund (DHMIX) has good short-term performance (1-year return 1.84% vs -3.20% Mid-Cap Value category median performance)
  • Diamond Hill Small-Mid Cap I Fund (DHMIX) has good mid-term performance (3-year return 10.83% vs 8.20% Mid-Cap Value category median performance)
  • Diamond Hill Small-Mid Cap I Fund (DHMIX) has good Long-term performance (5-year return 11.18% vs 8.87% Mid-Cap Value category median performance)
  • Diamond Hill Small-Mid Cap I Fund (DHMIX) ratio of up-years vs down years is greater than 2
  • Diamond Hill Small-Mid Cap I Fund (DHMIX) has a Morningstar rating of 4 and above
  • Asset base in Diamond Hill Small-Mid Cap I Fund (DHMIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Diamond Hill Small-Mid Cap I Fund (DHMIX) has an annual stock turnover rate of 21.00% vs Mid-Cap Value average of 53.78%. It is good that Diamond Hill Small-Mid Cap I management does not trade extensively for its return.
  • Diamond Hill Small-Mid Cap I Fund (DHMIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.52, lower than category average of 12.6
  • Diamond Hill Small-Mid Cap I Fund (DHMIX) has a lower expense ratio than its Mid-Cap Value average: 0.97% vs 1.18%
  • Diamond Hill Small-Mid Cap I Fund (DHMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Diamond Hill Small-Mid Cap I Fund (DHMIX) Weakness What we are cautious about Diamond Hill Small-Mid Cap I (DHMIX) Fund

Data for Diamond Hill Small-Mid Cap I Fund (DHMIX) as of May 30, 2016

See Diamond Hill Small-Mid Cap I Fund (DHMIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Diamond Hill Small-Mid Cap I Fund (DHMIX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Diamond Hill Small-Mid Cap I6.881.8410.8311.18
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Diamond Hill Small-Mid Cap I Fund (DHMIX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Diamond Hill Small-Mid Cap I Fund (DHMIX) Net Asset TrackingDiamond Hill Small-Mid Cap I (DHMIX) Fund Net Asset

Track net asset change of Diamond Hill Small-Mid Cap I fund (DHMIX)

DateNet Asset
05/2016$1.83B
03/2016$1.60B
02/2016$1.41B
More historic net asset information on Diamond Hill Small-Mid Cap I Fund (DHMIX)

  

Graph of Diamond Hill Small-Mid Cap I Fund (DHMIX) Portfolio TrackingDiamond Hill Small-Mid Cap I (DHMIX) Fund Portfolio Allocation

Track portfolio allocation change of Diamond Hill Small-Mid Cap I fund (DHMIX)

DateCashStockBondOther
05/20169.66%90.34%0%0%
03/20167.65%92.35%0%0%
01/20166.47%93.53%0%0%
Click here to see more historic asset allocation information on Diamond Hill Small-Mid Cap I Fund (DHMIX)

 

graph of Diamond Hill Small-Mid Cap I Fund (DHMIX) Top 10 Position TrackingTop 10 Holdings in Diamond Hill Small-Mid Cap I (DHMIX) Fund

Discover what Diamond Hill Small-Mid Cap I Fund (DHMIX) manager is buying

May 30, 2016
Willis Towers Watson Public Lim [5.24%]
Boston Scientific Corporation C [3.9%]
Cimarex Energy Co Common Stock [3.19%]
Hub Group, Inc. [2.78%]
Colfax Corporation Common Stock [2.77%]
Post Holdings, Inc. Common Stoc [2.55%]
BorgWarner Inc. Common Stock [2.5%]
B&G Foods, Inc. B&G Foods, Inc. [2.45%]
LifePoint Health, Inc. [2.38%]
Molson Coors Brewing Company Cl [2.37%]

Mar 30, 2016
Willis Towers Watson Public Lim [5.07%]
Boston Scientific Corporation C [3.93%]
Jarden Corporation Common Stock [3.32%]
Hub Group, Inc. [3%]
Cimarex Energy Co Common Stock [2.9%]
BorgWarner Inc. Common Stock [2.72%]
Colfax Corporation Common Stock [2.49%]
LifePoint Health, Inc. [2.48%]
Post Holdings, Inc. Common Stoc [2.48%]
Brown & Brown, Inc. Common Stoc [2.43%]

Jan 30, 2016
Willis Towers Watson Public Lim [5.43%]
Boston Scientific Corporation C [3.88%]
Jarden Corporation Common Stock [3.22%]
Cimarex Energy Co Common Stock [3.02%]
LifePoint Health, Inc. [2.78%]
Brown & Brown, Inc. Common Stoc [2.76%]
Post Holdings, Inc. Common Stoc [2.59%]
Hub Group, Inc. [2.49%]
Molson Coors Brewing Company Cl [2.37%]
BorgWarner Inc. Common Stock [2.31%]
Click here for Stock Holding Change Map in Diamond Hill Small-Mid Cap I Fund (DHMIX)

  

Latest News on Diamond Hill Small-Mid Cap I (DHMIX) Fund

See what is happening with Diamond Hill Small-Mid Cap I Fund (DHMIX)

 

Diamond Hill Small-Mid Cap I Fund (DHMIX) Related ResourcesSee more information on Diamond Hill Small-Mid Cap I (DHMIX) Fund

Popular pages on Diamond Hill Small-Mid Cap I (DHMIX) Fund

  

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