| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
2
1
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
B+
(Buy)
|
U.S. News evaluated 31 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 26.85 percent over the past year, 9.11 percent over the past three years, 2.15 percent over the past five years, and 4.60 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 17.3% |
| 1 Year | 26.8% |
| 3 Years (Annualized) | 9.1% |
| 5 Years (Annualized) | 2.1% |
| 10 Years (Annualized) | 4.6% |
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 Low compared to funds in the same category.
Diamond Hill Financial Long-Short Fund has an expense ratio of 1.31 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
