| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
2
2
4
2
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
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 | 4.4 | 4.4 |
| Stocks | 92.43 | 92.43 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.17 | 3.17 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Prudential Financial Inc | PRU | 31.95 | 4.45 |
| United Technologies Corp | UTX | 17.42 | 4.07 |
| Baxter International Inc. | BAX | 6.35 | 3.89 |
| ConAgra Foods, Inc. | CAG | 15.08 | 3.89 |
| International Business Machines Corp | IBM | 10.02 | 3.55 |
| Boston Scientific, Inc. | BSX | 64.22 | 3.52 |
| Apache Corporation | APA | 8.2 | 3.38 |
| Microsoft Corporation | MSFT | 34.97 | 3.38 |
| Southwest Airlines Co | LUV | 37.21 | 3.25 |
| Morgan Stanley | MS | 34.68 | 3.21 |
