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DHMAX Diamond Hill Small-Mid Cap Inv Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Industry description

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 with small and medium market capitalizations that the Adviser believes are undervalued. Small and mid cap companies are defined as companies with market capitalizations at the time of purchase between $500 million and $10 billion or in the range of those market capitalizations of companies included in the Russell 2500 Index at the time of purchase. The Adviser focuses on estimating a company's value independent of its current stock price.

Market Cap

The average market capitalization across the Diamond Hill Small-Mid Cap Inv MF is 7.16B. The market cap for tickers in the group ranges from 3.63B to 11.98B. RRX holds the highest valuation in this group at 11.98B. The lowest valued company is RRR at 3.63B.

Volume

The average weekly volume growth across all stocks in the Diamond Hill Small-Mid Cap Inv MF was -10%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 28%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 61
P/E Growth Rating: 39
Price Growth Rating: 48
SMR Rating: 57
Profit Risk Rating: 27
Seasonality Score: 49 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Diamond Hill Funds325 John H. Mcconnell Boulevard,Suite 200Columbus
Phone
+1 8882265595
Web
www.diamond-hill.com
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DHMAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DHMAX has been closely correlated with VMVAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if DHMAX jumps, then VMVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DHMAX
1D Price
Change %
DHMAX100%
-0.60%
VMVAX - DHMAX
92%
Closely correlated
-0.23%
VMVIX - DHMAX
92%
Closely correlated
-0.24%
JVMTX - DHMAX
92%
Closely correlated
-0.73%
MVCAX - DHMAX
89%
Closely correlated
-0.65%
JVMCX - DHMAX
85%
Closely correlated
-0.74%
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