DHFCX : Diamond Hill Long Short Fund Class C

DHFCX is a Alternatives Market Short with HIGH fees.

DHFCX

Diamond Hill Long Short Fund Class C

FI Score

42 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

0 /10

Market Size

10 /10

42% FI Score
  • dhfcx
  • Mutual Fund
  • Alternatives
  • Short

Diamond Hill Long Short Fund Class C

Expenses: 2.60% (Better than 0% of similar funds)

This is a bad choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund invests its assets in U.S. equity securities of any size capitalization that the Adviser believes are undervalued and selling short U.S. equity securities of any size capitalization the Adviser believes are overvalued. The Adviser focuses on estimating a company's value independent of its current stock price. The fund also will sell securities short. Short sales are effected when it is believed that the price of a particular security will decline, and involves the sale of a security which the fund does not own in hopes of purchasing the same security at a later date at a lower price.

Largest Holdings

Amount Holding
3.77% Alphabet Inc A
3.10% American International Group Inc
3.10% Berkshire Hathaway Inc Class B
2.97% Facebook Inc A
2.81% Citigroup Inc
2.81% Microsoft Corp
2.76% Johnson Controls International PLC
2.47% MetLife Inc
2.36% Cognizant Technology Solutions Corp A
2.28% Pfizer Inc
2.22% The Walt Disney Co
2.21% Humana Inc
2.15% KKR & Co Inc
2.14% Medtronic PLC
2.11% Perrigo Co PLC
2.05% Diamond Hill Short Duration Total Ret Y
2.04% Charles Schwab Corp
1.90% Kirby Corp
1.89% Bank OZK
1.88% Fidelity National Information Services Inc
1.82% Archer-Daniels Midland Co
1.81% Comcast Corp Class A
1.77% Abbott Laboratories

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