Diamond Hill Long Short Fund Class C

Frequently Asked Questions About DHFCX

What does DHFCX invest in?

The fund's primary objective is to achieve substantial capital growth over an extended timeframe. It employs a distinctive long-short investment strategy: purchasing shares in U.S.-based companies of all market capitalizations that its advisor identifies as fundamentally undervalued, while simultaneously taking short positions in American equities, irrespective of their size, that the advisor deems overpriced. A core tenet of the advisor's methodology is to determine a company's inherent value, separate from its current trading price on the stock market. The short-selling aspect of this strategy involves selling borrowed securities with the anticipation that their market value will decline, aiming to repurchase them at a lower price later to generate a profit.

What is the expense ratio of DHFCX?

An expense ratio for Diamond Hill Long Short Fund Class C (DHFCX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is DHFCX?

Diamond Hill Long Short Fund Class C (DHFCX) manages $1.89B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is DHFCX actively managed or an index fund?

DHFCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was DHFCX launched?

Diamond Hill Long Short Fund Class C (DHFCX) launched in January 2019 and is managed by the fund issuer.

How has DHFCX performed?

DHFCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.