DHSCX Mutual Fund

DHSCX Mutual Fund (Diamond Hill Small Cap Fund Investor Class) is managed by Diamond Hill Capital Management Inc. with $56.7M in net assets. DHSCX expense ratio is 1.26%, holding 58 positions across sectors including Industrials, Financials, Real Estate. Inception date: 2000-12-29.

DHSCX performance shows a YTD return of 27.58%. The 1-year return is 39.50% and the 5-year return is 13.27%. DHSCX dividend yield stands at 4.55%, paid annually.

DHSCX top holdings include State Street Navigator Securities Lending Portfolio I (12.2%), Astrana Health Inc (4.8%), Triumph Bancorp Inc (4.8%), Ryman Healthcare Limited (4.7%), State Street Institutional US Government Money Market Fund (4.7%). Go to all DHSCX holdings, DHSCX sectors, or DHSCX dividends.

DHSCX can be compared against other funds. Use DHSCX overlap to find shared positions, or DHSCX vs another fund for a side-by-side view. DHSCX alternatives are available via the screener, along with tax-loss harvesting opportunities.