Diamond Hill Buy Hold or Sell Recommendation

DHMAX -- USA Fund  

USD 22.34  0.17  0.77%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Diamond Hill Small Mid Cap Fund is 'Cautious Hold'. Macroaxis provides Diamond Hill buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DHMAX positions. The advice algorithm takes into account all of Diamond Hill Small available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from DHMAX buy-and-hold prospective. Additionally see Diamond Hill Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Diamond HillBuy Diamond Hill
Cautious Hold

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon Diamond Hill Small Mid Cap Fund has a mean deviation of 0.8132, semi deviation of 1.02, standard deviation of 1.03, variance of 1.06, downside variance of 1.16 and semi variance of 1.03
Macroaxis buy, hold, or sell recommendation module can be used to complement current analysts and expert consensus on Diamond Hill. Our buy, hold, or sell suggestion engine makes use of analyzes the entity potential to grow using all fundamental data market data available at the time. Use Diamond Hill Small Price to Earning, One Year Return as well as the relationship between One Year Return and Minimum Initial Investment to make sure your buy or sell decision on Diamond Hill Small is adequate.

Diamond Hill Trading Alerts and Improvement Suggestions

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The fund retains about 5.66% of its assets under management (AUM) in cash

Diamond Hill Returns Distribution Density

Mean Return0.06Value At Risk1.92
Potential Upside1.66Standard Deviation1.03
 Return Density 
      Distribution 

Diamond Hill Greeks

α
Alpha over DOW
=0.05
β
Beta against DOW=0.11
σ
Overall volatility
=1.04
Ir
Information ratio =0.0288

Diamond Hill Volatility Alert

Diamond Hill Small Mid Cap Fund has relatively low volatility with skewness of -0.47 and kurtosis of 0.33. However, we advise all investors to independently investigate Diamond Hill Small Mid Cap Fund to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare Diamond Hill to competition

Diamond Hill Fundamental Vs Peers

FundamentalsDiamond HillPeer Average
Price to Earning19.32X6.53X
Price to Book1.91X0.74X
Price to Sales1.16X0.61X
One Year Return(4.91)% 4.15%
Three Year Return24.33% 3.60%
Five Year Return2.73% 3.24%
Ten Year Return7.80% 1.79%
Net Asset2.22B4.11B
Minimum Initial Investment2.5K976.16K
Cash Position Weight5.66% 10.61%
Equity Positions Weight92.69% 63.90%
Bond Positions Weight1.65% 11.24%
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