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Diamond Hill Small Mid Cap Fund Investor Share (DHMAX)

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28.46 -0.03    -0.11%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Diamond Hill Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 38.22M
Diamond Hill Small-Mid Cap A 28.46 -0.03 -0.11%

DHMAX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Diamond Hill Small-Mid Cap A (DHMAX) fund. Our Diamond Hill Small-Mid Cap A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.16 2.16 0.00
Stocks 97.17 97.17 0.00
Bonds 0.67 0.67 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.80 14.52
Price to Book 1.73 2.02
Price to Sales 1.25 1.19
Price to Cash Flow 9.56 9.01
Dividend Yield 2.03 2.17
5 Years Earnings Growth 8.02 10.64

Sector Allocation

Name  Net % Category Average
Industrials 23.75 17.10
Financial Services 18.79 17.79
Real Estate 12.84 8.09
Technology 12.08 10.62
Consumer Cyclical 10.81 11.80
Consumer Defensive 6.94 6.43
Healthcare 5.63 9.79
Energy 3.65 6.01
Basic Materials 3.15 5.00
Communication Services 1.36 3.02
Utilities 1.00 6.85

Region Allocation

  • North America
  • Developed Markets

Top Holdings

Number of long holdings: 61

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Red Rock Resorts US75700L1089 5.08 51.28 -2.16%
  WESCO US95082P1057 5.08 207.05 +1.32%
  Post US7374461041 4.59 109.47 +0.45%
  Mr. Cooper US62482R1077 3.80 97.70 -3.46%
  CubeSmart US2296631094 3.79 48.64 +1.76%
  Regal Beloit US7587501039 3.78 172.15 +0.94%
  Ashland Global US0441861046 3.06 77.45 +0.32%
  Gates Industrial Corp GB00BD9G2S12 2.70 20.66 -1.10%
  Live Oak Bancshares Inc US53803X1054 2.65 48.47 -0.14%
  Mid-America Apartment US59522J1034 2.52 161.34 +0.99%

Top Equity Funds by Diamond Hill Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Diamond Hill Large Cap I 5.9B 14.37 5.21 10.08
  Diamond Hill Large Cap Y 3.06B 14.49 5.33 10.20
  Diamond Hill Long-Short I 1.62B 9.80 4.55 6.17
  Diamond Hill Small-Mid Cap Y 665.1M 7.28 2.24 7.64
  Diamond Hill Small-Mid Cap I 646.37M 7.18 2.12 7.52
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