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Diamond Hill Small Cap A (DHSCX) Fund Ranking and Research

Ranking, Research and Recommendation of Diamond Hill Small Cap A (DHSCX) Fund

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Graph of Diamond Hill Small Cap A Fund (DHSCX) ManagerFund Manager - Tom Schindler

Fund Manager Information

Fund Manager Tenure: 19.6 years
Similar Funds: DHSIX  DHSMX 
Fund Family: Diamond Hill Funds
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (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 Sector Leader 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. From 1996 to 1997, Mr. Schindler served as an analyst for Dillon Capital Management, an investment advisory firm.  Get more insights on Tom Schindler

 

Graph of Diamond Hill Small Cap A Fund (DHSCX) ProfileDiamond Hill Small Cap A Fund (DHSCX) Profile

Fund Profile and Description

Diamond Hill Small Cap A Fund seeks long-term capital appreciation. Diamond Hill Small Cap A Fund normally invests at least 80% of net assets in common stocks of U.S. companies with small capitalization that the adviser believes are undervalued. Small cap companies are companies with market capitalizations at the time of purchase below $2.5 billion or in the range of those market capitalizations of companies included in the Russell 2000 index. The management utilizes a two-step security selection process to find intrinsic value regardless of overall market conditions.

 

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

Data for Diamond Hill Small Cap A Fund (DHSCX) as of May 30, 2016

  • Diamond Hill Small Cap A Fund (DHSCX) management has been with Diamond Hill Small Cap A Fund for 19.6 years
  • Diamond Hill Small Cap A Fund (DHSCX) has good short-term performance (1-year return -3.11% vs -3.44% Small Value category median performance)
  • Diamond Hill Small Cap A Fund (DHSCX) has good mid-term performance (3-year return 6.50% vs 6.26% Small Value category median performance)
  • Diamond Hill Small Cap A Fund (DHSCX) ratio of up-years vs down years is greater than 2
  • Diamond Hill Small Cap A Fund (DHSCX) has a Morningstar rating of 4 and above
  • Asset base in Diamond Hill Small Cap A Fund (DHSCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Diamond Hill Small Cap A Fund (DHSCX) has an annual stock turnover rate of 17.00% vs Small Value average of 58.14%. 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 10.68, lower than category average of 14.31
  • Diamond Hill Small Cap A Fund (DHSCX) has a lower expense ratio than its Small Value average: 1.29% vs 1.33%

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

Data for Diamond Hill Small Cap A Fund (DHSCX) as of May 30, 2016

  • Diamond Hill Small Cap A Fund (DHSCX) has a less-than-ideal Long-term performance (5-year return 7.56% vs 7.71% Small Value category median performance)
  • Diamond Hill Small Cap A Fund (DHSCX) carries a 5% load
See Diamond Hill Small Cap A Fund (DHSCX) performance details as of May 30, 2016

 

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Compare Diamond Hill Small Cap A Fund (DHSCX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Diamond Hill Small Cap A3.69-3.116.507.56
CornerCap Small Cap Value (CSCVX)4.881.5711.119.49Compare
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare

See top fund managers for Small Value Category Funds

 

Compare Diamond Hill Small Cap A Fund (DHSCX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of Diamond Hill Small Cap A Fund (DHSCX) Net Asset TrackingDiamond Hill Small Cap A (DHSCX) Fund Net Asset

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

DateNet Asset
05/2016$1.76B
03/2016$1.70B
02/2016$1.60B
More historic net asset information on Diamond Hill Small Cap A Fund (DHSCX)

  

Graph of Diamond Hill Small Cap A Fund (DHSCX) Portfolio TrackingDiamond Hill Small Cap A (DHSCX) Fund Portfolio Allocation

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

DateCashStockBondOther
05/201619.34%80.66%0%0%
03/201619.56%80.44%0%0%
01/201619.61%80.39%0%0%
Click here to see more historic asset allocation information on Diamond Hill Small Cap A Fund (DHSCX)

 

graph of Diamond Hill Small Cap A Fund (DHSCX) Top 10 Position TrackingTop 10 Holdings in Diamond Hill Small Cap A (DHSCX) Fund

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

May 30, 2016
Avis Budget Group, Inc. [4.08%]
DST Systems, Inc. Common Stock [2.97%]
Brown & Brown, Inc. Common Stoc [2.74%]
The Navigators Group, Inc. [2.69%]
Popular, Inc. [2.22%]
Alere Inc. Common Stock [2.21%]
Concordia Healthcare Corp [2.14%]
Aircastle Limited Common Stock [2.12%]
Cimarex Energy Co Common Stock [2.06%]
Hub Group, Inc. [2.04%]

Mar 30, 2016
Avis Budget Group, Inc. [4.46%]
Alere Inc. Common Stock [2.88%]
Brown & Brown, Inc. Common Stoc [2.81%]
DST Systems, Inc. Common Stock [2.79%]
The Navigators Group, Inc. [2.74%]
Aircastle Limited Common Stock [2.18%]
Hub Group, Inc. [2.17%]
Popular, Inc. [2.15%]
Enstar Group Limited [2.04%]
Vail Resorts, Inc. Common Stock [2.03%]

Jan 30, 2016
Avis Budget Group, Inc. [4.3%]
The Navigators Group, Inc. [3.1%]
Alere Inc. Common Stock [2.88%]
DST Systems, Inc. Common Stock [2.82%]
Brown & Brown, Inc. Common Stoc [2.56%]
iStar Inc. Common Stock [2.27%]
Enstar Group Limited [2.16%]
Concordia Healthcare Corp [2.09%]
Vail Resorts, Inc. Common Stock [2.05%]
Popular, Inc. [2.04%]
Click here for Stock Holding Change Map in Diamond Hill Small Cap A Fund (DHSCX)

  

Latest News on Diamond Hill Small Cap A (DHSCX) Fund

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