DHSCX : Diamond Hill Small Cap Fund Class A

DHSCX is a US Stocks Market Small Value with HIGH fees.

DHSCX

Diamond Hill Small Cap Fund Class A

FI Score

41 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

41% FI Score
  • dhscx
  • Mutual Fund
  • US Stocks
  • Small Value

Diamond Hill Small Cap Fund Class A

Expenses: 1.27% (Better than 0% of similar funds)

This is a bad choice for a Small 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 market capitalizations that the Adviser believes are undervalued. Small cap companies are defined as companies with market capitalizations at the time of purchase below $3 billion or in the range of those market capitalizations of companies included in the Russell 2000 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
4.56% Vail Resorts Inc
4.35% Sterling Bancorp
4.23% Cal-Maine Foods Inc
3.60% Bank OZK
3.53% CubeSmart
3.22% Hub Group Inc Class A
3.11% Live Nation Entertainment Inc
3.10% Post Holdings Inc
3.09% WNS (Holdings) Ltd ADR
3.04% Enstar Group Ltd
2.82% Colfax Corp
2.66% Red Rock Resorts Inc A
2.42% Kirby Corp
2.36% Ashland Global Holdings Inc
2.17% South Jersey Industries Inc
2.12% BOK Financial Corp
2.08% SPX FLOW Inc
2.02% W R Grace & Co
1.96% Broadridge Financial Solutions Inc
1.89% ProAssurance Corp
1.77% Allegiant Travel Co
1.64% Stericycle Inc
1.53% Green Brick Partners Inc
1.44% RenaissanceRe Holdings Ltd
1.39% Sanmina Corp

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