Diamond Hill Financial Long-Short C
325 John H. Mcconnell Boulevard Suite 200 Columbus OH 43215
Map
Phone: 888-226-5595
| Category: | Specialty-Financial | | Fund Family: | Diamond Hill Funds | | Net Assets: | 2.69M | | Year-to-Date Return: | -30.71% | | Yield: | 2.47% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jun-99 |
|
Christopher M. Bingaman
Lead Manager since
06-Dec-01 | | | Bingaman is a portfolio manager with Diamond Hill Capital Management, his employer since March 2001. From 1998 to March 2001, he was a senior equity analyst for Villanova Capital Nationwide Insurance. In 1997, Bingaman was an equity analyst for Dillon Capital Management, an investment advisory firm. Bingaman holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of banks, thrifts, specialty lending institutions, insurance companies, real estate investment trusts and other financial services companies. The management utilizes a two-step security selection process to find intrinsic value regardless of overall market conditions. |
| Last Dividend
(28-Dec-07):
| 0.28 | | Last Cap Gain
(12-Dec-07):
| 0.68 | | Annual Holdings Turnover
| 55.00% | | Average for Category:
| 167.98% |
|
| Expense | BSGCX | Category
Avg | | Total Expense Ratio: | 2.34%
| 1.70% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 1.00%
| 2.58% | | 3 Yr Expense Projection*: |
$796 | $878 | | 5 Yr Expense Projection*: |
$1,360 | $1,114 | | 10 Yr Expense Projection*: |
$2,895 | $2,155 |
|
|
11.08% Nasdaq 
Profile
