Diamond Hill Mid Fund Quote
| DHPYX Fund | USD 19.29 0.08 0.41% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Diamond Hill is trading at 19.29 as of the 4th of December 2024; that is 0.41% down since the beginning of the trading day. The fund's open price was 19.37. Diamond Hill has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Diamond Hill Mid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund, under normal market conditions, invests at least 80 percent of its net assets in U.S. equity securities with medium market capitalizations that Diamond Hill Capital Management, Inc. believes are undervalued. Equity securities consist of common and preferred stocks. More on Diamond Hill Mid
Moving together with Diamond Mutual Fund
| 0.89 | DHFAX | Diamond Hill Large | PairCorr |
| 0.77 | DHEYX | Diamond Hill Short | PairCorr |
| 0.76 | DHEIX | Diamond Hill Short | PairCorr |
| 0.78 | DHEAX | Diamond Hill Short | PairCorr |
| 0.96 | DHFYX | Diamond Hill Large | PairCorr |
| 0.96 | DHFIX | Diamond Hill Large | PairCorr |
Moving against Diamond Mutual Fund
Diamond Mutual Fund Highlights
| Fund Concentration | Diamond Hill Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Diamond Hill Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Diamond Hill Mid [DHPYX] is traded in USA and was established 4th of December 2024. Diamond Hill is listed under Diamond Hill Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Diamond Hill Funds family. This fund currently has accumulated 127.71 M in assets under management (AUM) with no minimum investment requirementsDiamond Hill Mid is currently producing year-to-date (YTD) return of 18.3% with the current yeild of 0.01%, while the total return for the last 3 years was 5.21%.
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 Mid 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 Mid Mutual Fund Constituents
| VFC | VF Corporation | Stock | Consumer Discretionary | |
| VR | VR | Etf | Communications | |
| UGI | UGI Corporation | Stock | Utilities | |
| NVR | NVR Inc | Stock | Consumer Discretionary | |
| AIG | American International Group | Stock | Financials | |
| CHKP | Check Point Software | Stock | Information Technology | |
| PH | Parker Hannifin | Stock | Industrials | |
| ST | Sensata Technologies Holding | Stock | Industrials |
Diamond Hill Mid Risk Profiles
| Mean Deviation | 0.628 | |||
| Semi Deviation | 0.6211 | |||
| Standard Deviation | 0.8676 | |||
| Variance | 0.7527 |
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.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |