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Diamond Hill Select Y (DHTYX)

13.20 Up 0.10(0.76%) Oct 20
Prev Close:13.10
YTD Return*:5.16%
Net Assets*:69.56M
Yield*:0.86%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for DHTYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
WSH4.80-7.28
IBM4.341.47
VRX.TO4.2012.16
XEC4.0618.43
BSX3.87-1.83

Fund Basics

Morningstar Overall Rating:
Total Assets:69.56M
Category:Large Value
Annual Report Expense Ratio (net):0.82%

Performance & Risk

YTD Return:5.16%
5y Avg Return:14.79%
Rank in Category (ytd):75
% Rank in Category (ytd):5.79%
Beta (3y):1.03
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund normally invests its assets in 30 to 40 select U.S. equity securities of any size capitalization that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. The Adviser focuses on estimating a company's value independent of its current stock price. The Adviser also considers the level of industry competition, regulatory factors, the threat of technological obsolescence, and a variety of other industry factors. View More
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