Diamond Hill Financial Long-Short C
325 John H. Mcconnell Boulevard Suite 200 Columbus OH 43215
Map
Phone: 888-226-5595
| Category: | Financial | | Fund Family: | Diamond Hill Funds | | Net Assets: | 1.37M | | Year-to-Date Return: | 23.89% | | Yield: | 3.65% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jun-99 |
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Christopher M. Bingaman
Lead Manager since
06-Dec-01 | | | Bingaman is a portfolio manager with Diamond Hill Capital Management, his employer since March 2001. From 1998 to March 2001, he was a senior equity analyst for Villanova Capital/Nationwide Insurance. In 1997, Bingaman was an equity analyst for Dillon Capital Management, an investment advisory firm. Bingaman holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of banks, thrifts, specialty lending institutions, insurance companies, real estate investment trusts and other financial services companies. The management utilizes a two-step security selection process to find intrinsic value regardless of overall market conditions. |
| Last Dividend
(30-Dec-08):
| 0.37 | | Last Cap Gain
(16-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 74.00% | | Average for Category:
| 198.80% |
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| Expense | BSGCX | Category
Avg | | Total Expense Ratio: | %
| 1.73% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | 1.00%
| 2.57% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $879 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,385 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,622 |
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