Diamond Hill Small Fund Quote
| DHSYX Fund | USD 21.85 0.26 1.20% |
PerformanceVery Weak
| Odds Of DistressLow
|
Diamond Hill is trading at 21.85 as of the 19th of March 2025; that is 1.20% up since the beginning of the trading day. The fund's open price was 21.59. Diamond Hill has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent 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. More on Diamond Hill Small
Moving against Diamond Mutual Fund
Diamond Mutual Fund Highlights
| Fund Concentration | Diamond Hill Funds, Large Funds, Small Value Funds, Small Value, Diamond Hill Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Diamond Hill Small [DHSYX] is traded in USA and was established 19th of March 2025. Diamond Hill is listed under Diamond Hill Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Diamond Hill Funds family. This fund currently has accumulated 1.43 B in assets under management (AUM) with no minimum investment requirementsDiamond Hill Small is currently producing year-to-date (YTD) return of 2.76% with the current yeild of 0.05%, while the total return for the last 3 years was 5.2%.
Check Diamond Hill Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Diamond Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Diamond Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Diamond Hill Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Diamond Hill Small Mutual Fund Constituents
| CAR | Avis Budget Group | Stock | Industrials | |
| TRN | Trinity Industries | Stock | Industrials | |
| BPOP | Popular | Stock | Financials | |
| BKU | BankUnited | Stock | Financials | |
| DHEYX | Diamond Hill Short | Mutual Fund | Short-Term Bond | |
| ESGR | Enstar Group Limited | Stock | Financials | |
| WCC | WESCO International | Stock | Industrials | |
| RRR | Red Rock Resorts | Stock | Consumer Discretionary |
Diamond Hill Small Risk Profiles
| Mean Deviation | 1.07 | |||
| Standard Deviation | 1.66 | |||
| Variance | 2.77 | |||
| Risk Adjusted Performance | (0.19) |
Diamond Hill Against Markets
Other Information on Investing in Diamond Mutual Fund
Diamond Hill financial ratios help investors to determine whether Diamond Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Diamond with respect to the benefits of owning Diamond Hill security.
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