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Diamond Hill Funds

DHLAX Rating, Research - Diamond Hill Large Cap A

Fund Description Update

Diamond Hill Small Cap A (DHSCX) Description: DHSCX is a mutual fund, which is an investment that owns a basket of assets. The DHSCX mutual fund was provided by Diamond Hill and this investment vehicle derives the majority of its value from equity holdings (stocks). Diamond Hills mutual fund has a long management tenure and is in the average fund size classification. DHSCXs minimum initial investment amount is $5000 while the IRA minimum is $5000. DHSCXs expense ratio is roughly 1%. The latest DHSCXs front end load was 5% and the back end load was 0%. The Diamond Hill Small Cap A (DHSCX) mutual fund falls under the small value category. DHSCX focuses its investments in USA and DHSCX is not affiliated with a particular industry or fund sector. The Diamond Hill Small Cap A (DHSCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DHSCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DHSCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return with a shift to current income and some capital appreciation. The funds a fund of funds that invests assets in a combination of equity, fixed-income and short-term mutual funds in the same group of investment companies. The advisor uses an asset allocation strategy designed for investors expecting to retire around the year 2030. Generally, the advisor may change the funds asset allocation on at least an annual basis with the asset allocation becoming more conservative (i.e., more emphasis on fixed income funds and less on U.S. equity and other funds) as the fund nears the target retirement date.

Management Analysis Update

Performance Analysis Update

General Information Update

Name: Diamond Hill Small Cap A
Symbol: dhscx
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