| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
This fund's managers pick their favorite stocks from the portfolios of three other Diamond Hill funds: Diamond Hill Small Cap, Diamond Hill Large Cap, and Diamond Hill Small-Mid Cap. If a stock isn't in at least one of those three portfolios, the Select fund can't buy it.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.81 | 0.81 |
| Stocks | 96.77 | 96.77 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.42 | 2.42 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Medtronic, Inc. | MDT | 14.36 | 4.57 |
| Prudential Financial Inc | PRU | 11.91 | 4.24 |
| United Technologies Corp | UTX | 11.68 | 4.24 |
| Baxter International Inc. | BAX | 4.05 | 4.13 |
| ConAgra Foods, Inc. | CAG | 20.31 | 4.11 |
| Southwest Airlines Co | LUV | 31.74 | 3.54 |
| Apache Corporation | APA | -6.0 | 3.27 |
| International Business Machines Corp | IBM | 4.66 | 3.23 |
| Hartford Financial Services Group Inc | HIG | 24.15 | 3.21 |
| Morgan Stanley | MS | 14.8 | 3.13 |
