DHMCX : Diamond Hill Small Mid Cap Fund Class C

DHMCX is a US Stocks Market Mid-Cap Value with HIGH fees.

DHMCX

Diamond Hill Small Mid Cap Fund Class C

FI Score

35 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

35% FI Score
  • dhmcx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Diamond Hill Small Mid Cap Fund Class C

Expenses: 1.96% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets in U.S. equity securities with small and medium market capitalizations that the Adviser believes are undervalued. Small and mid cap companies are defined as companies with market capitalizations at the time of purchase between $500 million and $10 billion or in the range of those market capitalizations of companies included in the Russell 2500 Index at the time of purchase. The Adviser focuses on estimating a company's value independent of its current stock price.

Largest Holdings

Amount Holding
4.13% Post Holdings Inc
2.77% CubeSmart
2.67% Hub Group Inc Class A
2.60% Willis Towers Watson PLC
2.59% BorgWarner Inc
2.58% NVR Inc
2.43% Colfax Corp
2.43% UGI Corp
2.42% Kirby Corp
2.42% Sensata Technologies Holding PLC
2.32% Boston Scientific Corp
2.27% Sterling Bancorp
2.21% First Republic Bank
2.20% Vail Resorts Inc
2.18% American Campus Communities Inc
2.15% Cal-Maine Foods Inc
2.13% Ashland Global Holdings Inc
2.08% Reinsurance Group of America Inc
1.91% BOK Financial Corp
1.80% W R Grace & Co
1.77% Red Rock Resorts Inc A
1.74% South Jersey Industries Inc
1.67% BankUnited Inc
1.61% SVB Financial Group
1.61% Alaska Air Group Inc

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