Mutual Fund Insights: Diamond Hill Long-Short A Fund (DIAMX)

In-depth Analysis of Diamond Hill Long-Short A Fund (DIAMX)

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See Diamond Hill Long-Short A Fund (DIAMX) performance details as of February 28, 2010

  

Last Trade: $16.12 on 3/19/2010, Change: -0.02 (-0.12%)

  

Fund Manager - Charles S. Bath

Fund Manager Tenure: 7.4 years
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

Charles S. Bath has been the Managing Director of Equities for Diamond Hill since September 2002. Charles S. Bath was a senior portfolio manager for Gartmore Global Investments, a global investment firm affiliated with Nationwide Insurance, where Charles S. Bath managed the Gartmore Total Return Fund. Charles S. Bath holds the Chartered Financial Analyst designation.  Get more insights on Charles S. Bath

  

 What we like about Diamond Hill Long-Short A Fund (DIAMX)

Data for Diamond Hill Long-Short A Fund (DIAMX) as of February 28, 2010

• Diamond Hill Long-Short A Fund (DIAMX) management has been with Diamond Hill Long-Short A Fund for 7.4 years
• Diamond Hill Long-Short A Fund (DIAMX) has good short-term performance (1-year return 38.01% vs 17.12 % Long-Short category average)
• Diamond Hill Long-Short A Fund (DIAMX) has good mid-term performance (3-year return -1.88% vs -1.74 % Long-Short category average)
• Diamond Hill Long-Short A Fund (DIAMX) has good Long-term performance (5-year return 4.05% vs 1.65 % Long-Short category average)
• Diamond Hill Long-Short A Fund (DIAMX) ratio of up-years vs down years is greater than 2
• Diamond Hill Long-Short A Fund (DIAMX) has an annual stock turnover rate of 59.00% vs Long-Short average of 346.67%. It is good that Diamond Hill Long-Short A management does not trade extensively for its return.
• Diamond Hill Long-Short A Fund (DIAMX) has a lower management fee than its Long-Short average: 1.45% vs 2.08%

  

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

Data for Diamond Hill Long-Short A Fund (DIAMX) as of February 28, 2010

• Diamond Hill Long-Short A Fund is a focused fund with 34.61% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Diamond Hill Long-Short A Fund (DIAMX) has a Morningstar rating of 3 and below
• Diamond Hill Long-Short A Fund (DIAMX) is less safe compared to its Long-Short peers
• Diamond Hill Long-Short A Fund (DIAMX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.1 that is higher than category average of 10.54
• Diamond Hill Long-Short A Fund (DIAMX) carries a 5% load

See Diamond Hill Long-Short A Fund (DIAMX) performance details as of February 28, 2010

  

  

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Diamond Hill Long-Short A Fund (DIAMX) Net Asset

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

Date	Net Asset
02/2010	$1.96B
01/2010	$967.51M
11/2009	$965.95M

More historic net asset information on Diamond Hill Long-Short A Fund (DIAMX)

  

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

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

Date	Cash	Stock	Bond	Other
01/2010	31.93%	68.07%	0%	0%
10/2009	35.48%	64.52%	0%	0%
09/2009	33.8%	66.2%	0%	0%

Click here to see more historic asset allocation information on Diamond Hill Long-Short A Fund (DIAMX)

  

Most Recent Top 10 Holdings in Diamond Hill Long-Short A Fund (DIAMX)

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

31-Jan-10 Apache Corporation Common Stock [4.64%] Occidental Petroleum Corporatio [4.18%] Anadarko Petroleum Corporation [3.64%] Medtronic Inc. Common Stock [3.49%] United Technologies Corporation [3.37%] Abbott Laboratories Common Stoc [3.2%] Procter & Gamble Company (The) [3.16%] Devon Energy Corporation Common [3.15%] Pfizer, Inc. Common Stock [3.03%] UnitedHealth Group Incorporated [2.75%]

31-Oct-09 JPMorgan 100% US Tr Sec MM Capital [4.83%] APACHE CP [4.67%] JPMorgan US Govt MMkt Capital [4.66%] OCCIDENTAL PET [4.28%] ANADARKO PETROLEUM [3.68%] UNITED TECH [3.24%] ABBOTT LABORATORIES [3.23%] DEVON ENERGY CP (OK) [3.22%] PROCTER GAMBLE CO [3.14%] MEDTRONIC INC [3.07%]

30-Sep-09 JPMorgan 100% US Tr Sec MM Capital [4.92%] APACHE CP [4.64%] OCCIDENTAL PET [4.5%] ANADARKO PETROLEUM [4.48%] DEVON ENERGY CP (OK) [3.41%] UNITED TECH [3.28%] ABBOTT LABORATORIES [3.22%] MEDTRONIC INC [3.22%] PROCTER GAMBLE CO [3.2%] JPMorgan US Govt MMkt Capital [3.16%]

Click here for Stock Holding Change Map in Diamond Hill Long-Short A Fund (DIAMX)

  

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See more information on Diamond Hill Long-Short A Fund (DIAMX)

• Diamond Hill Long-Short A Fund Insights
• Diamond Hill Long-Short A Fund Performance Data
• Diamond Hill Long-Short A Fund News
• Diamond Hill Long-Short A Fund Score Explaination
• Diamond Hill Long-Short A Fund Manager Information
• Historic Diamond Hill Long-Short A Fund Asset Allocation Report
• Historic Diamond Hill Long-Short A Fund Top 10 Holding Tracking
• Historic Diamond Hill Long-Short A Fund Asset Under Management Tracking