Diamond Hill Small Cap FundDHSYX

MUTUAL FUNDDiamond Hill
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$231.0M
Expense ratio
0.87%
1-year return
+30.9%
3 years, a year
+15.1%
5 years, a year
+9.7%
Holdings
58

What it aims to do.

The investment objective of the Diamond Hill Small Cap Fund (the Fund or the Small Cap Fund) is to provide long-term capital appreciation.

Top 10 holdings.

Holding% of fund
N/A12.15%
ASTH Astrana Health Inc4.84%
TFIN Triumph Financial Inc4.78%
State Street Institutional Investment Trust4.69%
RHP Ryman Hospitality Properties Inc4.69%
RRR Red Rock Resorts Inc4.42%
MLAB Mesa Laboratories Inc.4.31%
OZK Bank OZK4.30%
DCO Ducommun Incorporated3.91%
IGIC International General Insurance Holdings Ltd3.83%

More on DHSYX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.