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Diamond Hill Long-Short A (DIAMX) Fund Ranking and Research

Ranking, Research and Recommendation of Diamond Hill Long-Short A (DIAMX) Fund

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

 

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

Fund Manager Information

Fund Manager Tenure: 17.1 years
Fund Family: Diamond Hill Funds
Fund Category: Long-Short Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Graph of Diamond Hill Long-Short A Fund (DIAMX) ProfileDiamond Hill Long-Short A Fund (DIAMX) Profile

Fund Profile and Description

Diamond Hill Long-Short A Fund seeks long-term capital appreciation. Diamond Hill Long-Short A 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 A (DIAMX) Fund Strength What we like about Diamond Hill Long-Short A (DIAMX) Fund

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

  • Diamond Hill Long-Short A Fund (DIAMX) management has been with Diamond Hill Long-Short A Fund for 17.1 years
  • Diamond Hill Long-Short A Fund (DIAMX) has good short-term performance (1-year return -1.42% vs -3.77% Long-Short Equity category median performance)
  • Diamond Hill Long-Short A Fund (DIAMX) has good mid-term performance (3-year return 5.51% vs 2.72% Long-Short Equity category median performance)
  • Diamond Hill Long-Short A Fund (DIAMX) has good Long-term performance (5-year return 7.22% vs 2.87% Long-Short Equity category median performance)
  • Diamond Hill Long-Short A Fund (DIAMX) ratio of up-years vs down years is greater than 2
  • Asset base in Diamond Hill Long-Short A Fund (DIAMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Diamond Hill Long-Short A Fund (DIAMX) 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 A management does not trade extensively for its return.
  • Diamond Hill Long-Short A Fund (DIAMX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.42, lower than category average of 8.81
  • Diamond Hill Long-Short A Fund (DIAMX) has a lower expense ratio than its Long-Short Equity average: 1.39% vs 1.90%

Diamond Hill Long-Short A Fund (DIAMX) Weakness What we are cautious about Diamond Hill Long-Short A (DIAMX) Fund

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

  • Diamond Hill Long-Short A Fund (DIAMX) has a Morningstar rating of 3 and below
  • Diamond Hill Long-Short A Fund (DIAMX) carries a 5% load
See Diamond Hill Long-Short A Fund (DIAMX) performance details as of May 30, 2016

 

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Compare Diamond Hill Long-Short A Fund (DIAMX)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 A2.27-1.425.517.22
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 A Fund (DIAMX) Net Asset TrackingDiamond Hill Long-Short A (DIAMX) Fund Net Asset

Track net asset change of Diamond Hill Long-Short A fund (DIAMX)

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

  

Graph of Diamond Hill Long-Short A Fund (DIAMX) Portfolio TrackingDiamond Hill Long-Short A (DIAMX) Fund Portfolio Allocation

Track portfolio allocation change of Diamond Hill Long-Short A fund (DIAMX)

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 A Fund (DIAMX)

 

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

Discover what Diamond Hill Long-Short A Fund (DIAMX) 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 A Fund (DIAMX)

  

Latest News on Diamond Hill Long-Short A (DIAMX) Fund

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