Diamond Hill Financial Long-Short Fund

Scorecard
4 / 5 Stars
Lipper
4 4 2 2 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 28 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 20.29 percent over the past year, 11.91 percent over the past three years, 27.22 percent over the past five years, and 1.75 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -1.6%
1 Year 20.3%
3 Years (Annualized) 11.9%
5 Years (Annualized) 27.2%
10 Years (Annualized) 1.7%

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Summary

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 of banks, thrifts, specialty lending institutions, insurance companies, real estate investment trusts and other financial services companies that the adviser believes are undervalued. The Adviser focuses on estimating a company's value independent of its current stock price. To estimate a company's value, the Adviser concentrates on the fundamental economic drivers of the business. The fund also will sell securities short.

Fees

Fees are High compared to funds in the same category.
Diamond Hill Financial Long-Short Fund has an expense ratio of 2.27 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Diamond Hill Funds Funds