- What are the top holdings of DHMAX?
- Diamond Hill Small-Mid Cap Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does DHMAX have?
- DHMAX holds — positions as reported by the fund's most recent disclosure.
- What sectors does DHMAX invest in?
- Diamond Hill Small-Mid Cap Fund (DHMAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is DHMAX most exposed to?
- DHMAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is DHMAX a US-only fund?
- The country allocation card on this page shows DHMAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does DHMAX invest in?
- This fund generally allocates a minimum of 80% of its total assets to U.S. common stocks. It targets companies with small to medium market values that the fund's manager identifies as undervalued. For the purpose of this fund, small and mid-sized companies are defined as those possessing a market capitalization, at the moment of acquisition, ranging from $500 million to $10 billion. Alternatively, they may fall within the market capitalization spectrum of constituents found in the Russell 2500 Index when initially purchased. A core aspect of the Adviser's investment strategy involves assessing a company's intrinsic worth, entirely separate from its current stock price.
