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 market capitalizations that the Adviser believes are undervalued. Small cap companies are defined as companies with market capitalizations at the time of purchase below $3 billion or in the range of those market capitalizations of companies included in the Russell 2000 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 Cap I MF is 3.69B. The market cap for tickers in the group ranges from 1.33B to 6.8B. FTAI holds the highest valuation in this group at 6.8B. The lowest valued company is ALGT at 1.33B.
Volume
The average weekly volume growth across all stocks in the Diamond Hill Small Cap I MF was -32%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was 35%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 56
Price Growth Rating: 49
SMR Rating: 53
Profit Risk Rating: 57
Seasonality Score: 52 (-100 ... +100)