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

Mutual Fund Insights: Diamond Hill Small Cap A Fund (DHSCX)

In-depth Analysis of Diamond Hill Small Cap A Fund (DHSCX)

Mutual fund chart: Diamond Hill Small Cap A Fund (DHSCX)

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See Diamond Hill Small Cap A Fund (DHSCX) performance details as of January 31, 2010

  

    Last Trade: $22.60 on 3/15/2010, Change: -0.04 (-0.18%)
Experiment our closing price forecasting tool for Diamond Hill Small Cap A Fund (DHSCX) (alpha release)

  

Fund Manager - Thomas P. Schindler

Fund Manager Tenure: 9.2 years   [Similar Funds: DHSIX  DHSMX ]
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Mr. Schindler has a Bachelor of Science degree in Finance (Summa Cum Laude) from The Ohio State University and holds the CFA designation. Mr. Schindler currently serves as a Portfolio Manager and Analyst for Diamond Hill Capital Management, Inc. From 1999 to 2000, Mr. Schindler served as a Portfolio Manager for Loomis Sayles & Co., an investment advisory firm. From 1997 to 1999, Mr. Schindler served as an analyst for Nationwide Insurance.  Get more insights on Thomas P. Schindler

  

What we like about Diamond Hill Small Cap A Fund (DHSCX) What we like about Diamond Hill Small Cap A Fund (DHSCX)

Data for Diamond Hill Small Cap A Fund (DHSCX) as of January 31, 2010

  • Diamond Hill Small Cap A Fund (DHSCX) management has been with Diamond Hill Small Cap A Fund for 9.2 years
  • Diamond Hill Small Cap A Fund (DHSCX) has good mid-term performance (3-year return -3.86% vs -7.42% Small Value category average)
  • Diamond Hill Small Cap A Fund (DHSCX) has good Long-term performance (5-year return 2.17% vs 0.77% Small Value category average)
  • Diamond Hill Small Cap A Fund (DHSCX) has a Morningstar rating of 4 and above
  • Diamond Hill Small Cap A Fund (DHSCX) has an annual stock turnover rate of 47.00% vs Small Value average of 83.25%. It is good that Diamond Hill Small Cap A management does not trade extensively for its return.
  • Diamond Hill Small Cap A Fund (DHSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.41, lower than category average of 25.43
  • Diamond Hill Small Cap A Fund (DHSCX) has a lower management fee than its Small Value average: 1.41% vs 1.50%

  

What we are cautious about Diamond Hill Small Cap A Fund (DHSCX) What we are cautious about Diamond Hill Small Cap A Fund (DHSCX)

Data for Diamond Hill Small Cap A Fund (DHSCX) as of January 31, 2010

  • Diamond Hill Small Cap A Fund (DHSCX) has a less-than-ideal short-term performance (1-year return 41.83% vs 44.52% Small Value category average)
  • Diamond Hill Small Cap A Fund (DHSCX) ratio of up-years vs down years can be improved
  • Diamond Hill Small Cap A Fund (DHSCX) carries a 5% load
See Diamond Hill Small Cap A Fund (DHSCX) performance details as of January 31, 2010

  

  

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Diamond Hill Small Cap A Fund (DHSCX) Net Asset

Track net asset change of Diamond Hill Small Cap A fund (DHSCX)

DateNet Asset
01/2010$438.27M
11/2009$415.07M
10/2009$414.39M
More historic net asset information on Diamond Hill Small Cap A Fund (DHSCX)

  

Diamond Hill Small Cap A Fund (DHSCX) Portfolio Allocation

Track portfolio allocation change of Diamond Hill Small Cap A fund (DHSCX)

DateCashStockBondOther
10/200921.24%78.76%0%0%
09/200918.16%81.85%0%0%
08/200919.51%80.49%0%0%
Click here to see more historic asset allocation information on Diamond Hill Small Cap A Fund (DHSCX)

  

Most Recent Top 10 Holdings in Diamond Hill Small Cap A Fund (DHSCX)

Discover what Diamond Hill Small Cap A Fund (DHSCX) manager is buying

31-Oct-09
JPMorgan US Govt MMkt Capital [21.24%]
Steiner Leisure Limited [3.33%]
ENCORE ACQUISITION [3.09%]
CIMAREX ENERGY CO [2.91%]
ASSURED GUARANTY LTD [2.78%]
FLOWERS FOODS INC [2.65%]
Chattem, Inc. [2.59%]
ASSURANT INC [2.38%]
OLD REPUBLIC INTL CP [2.17%]
Verigy Ltd. [2.03%]

30-Sep-09
JPMorgan US Govt MMkt Capital [18.16%]
Steiner Leisure Limited [3.3%]
ASSURED GUARANTY LTD [3.12%]
CIMAREX ENERGY CO [3.08%]
ENCORE ACQUISITION [2.98%]
Chattem, Inc. [2.6%]
FLOWERS FOODS INC [2.54%]
ASSURANT INC [2.45%]
OLD REPUBLIC INTL CP [2.37%]
Verigy Ltd. [2.19%]

31-Aug-09
JPMorgan US Govt MMkt Capital [19.51%]
ASSURED GUARANTY LTD [3.43%]
Steiner Leisure Limited [3.36%]
CIMAREX ENERGY CO [3.23%]
ENCORE ACQUISITION [3.2%]
Chattem, Inc. [2.57%]
OLD REPUBLIC INTL CP [2.48%]
ASSURANT INC [2.45%]
Verigy Ltd. [2.16%]
ALLIANCE DATA SYS CP [2.03%]
Click here for Stock Holding Change Map in Diamond Hill Small Cap A Fund (DHSCX)

  

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