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DHTAX Diamond Hill Select Inv Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Target Corp (NYSE:TGT), American International Group (NYSE:AIG).

Industry description

The investment seeks to provide long-term capital appreciation. The fund normally invests its assets in U.S. equity securities of any size capitalization that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. The Adviser focuses on estimating a company's value independent of its current stock price. The Adviser also considers the level of industry competition, regulatory factors, the threat of technological obsolescence, and a variety of other industry factors. The fund is non-diversified.

Market Cap

The average market capitalization across the Diamond Hill Select Inv MF is 22.07B. The market cap for tickers in the group ranges from 2.36B to 70.7B. TGT holds the highest valuation in this group at 70.7B. The lowest valued company is CMPR at 2.36B.

Volume

The average weekly volume growth across all stocks in the Diamond Hill Select Inv MF was -47%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was -12%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 54
Price Growth Rating: 47
SMR Rating: 60
Profit Risk Rating: 44
Seasonality Score: 31 (-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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DHTAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DHTAX has been closely correlated with MVCAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if DHTAX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DHTAX
1D Price
Change %
DHTAX100%
+0.11%
MVCAX - DHTAX
94%
Closely correlated
-0.20%
JVMTX - DHTAX
91%
Closely correlated
-0.16%
JVMAX - DHTAX
91%
Closely correlated
-0.17%
VMVIX - DHTAX
91%
Closely correlated
N/A
VMVAX - DHTAX
91%
Closely correlated
N/A
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