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 Dow Down 0.19% Nasdaq Up 0.45%

Diamond Hill Financial Long-Short I (DHFSX)

18.56 Down 0.06(0.32%) Jul 29
Prev Close:18.56
YTD Return*:3.76%
Net Assets*:27.57M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
BPOP6.3619.67
AIG6.068.97
C5.71-8.89
JPM4.990.43
WSH4.89-0.54

Fund Basics

Morningstar Overall Rating:
Total Assets:27.57M
Category:Financial
Annual Report Expense Ratio (net):1.27%

Performance & Risk

YTD Return:3.76%
5y Avg Return:18.03%
Rank in Category (ytd):28
% Rank in Category (ytd):29.47%
Beta (3y):0.99
Morningstar Risk Rating:2

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 of banks, thrifts, specialty lending institutions, insurance companies, real estate investment trusts and other financial services companies that the adviser believes are undervalued. The Adviser focuses on estimating a company's value independent of its current stock price. To estimate a company's value, the Adviser concentrates on the fundamental economic drivers of the business. The fund also will sell securities short. View More
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