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 I 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 I MF was -31%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was -53%
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: 37
Price Growth Rating: 46
SMR Rating: 58
Profit Risk Rating: 28
Seasonality Score: 50 (-100 ... +100)