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DHPYX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$17.08
Change
+$0.14 (+0.83%)
Net Assets
162.16M

DHPYX Diamond Hill Mid Cap Y Forecast, Technical & Fundamental Analysis

Category MidCapValue
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Freeport-McMoran (NYSE:FCX), American International Group (NYSE:AIG).

Industry description

The investment seeks to provide long-term capital appreciation. The fund, under normal market conditions, invests at least 80% of its net assets in U.S. equity securities with medium market capitalizations that Diamond Hill Capital Management, Inc. ("the Adviser") believes are undervalued. Equity securities consist of common and preferred stocks. Mid cap companies are defined as companies with market capitalizations at the time of purchase between $1.5 billion and $20 billion or in the range of those market capitalizations of companies included in the Russell Midcap Index at the time of purchase.

Market Cap

The average market capitalization across the Diamond Hill Mid Cap Y MF is 26.5B. The market cap for tickers in the group ranges from 3.63B to 71.37B. PH holds the highest valuation in this group at 71.37B. The lowest valued company is RRR at 3.63B.

Volume

The average weekly volume growth across all stocks in the Diamond Hill Mid Cap Y MF was -69%. For the same stocks of the MF, the average monthly volume growth was -57% and the average quarterly volume growth was -56%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 55
Price Growth Rating: 62
SMR Rating: 63
Profit Risk Rating: 29
Seasonality Score: 25 (-100 ... +100)
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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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DHPYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DHPYX has been closely correlated with MVCAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if DHPYX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DHPYX
1D Price
Change %
DHPYX100%
+0.83%
MVCAX - DHPYX
95%
Closely correlated
+0.78%
VMVAX - DHPYX
91%
Closely correlated
+0.73%
VMVIX - DHPYX
90%
Closely correlated
+0.72%
JVMRX - DHPYX
87%
Closely correlated
+0.78%
VEVYX - DHPYX
87%
Closely correlated
+0.78%
More