DHMAX Mutual Fund

DHMAX Mutual Fund (Diamond Hill Small-Mid Cap Fund Investor Class) is managed by Diamond Hill Capital Management Inc. with $28.6M in net assets. DHMAX expense ratio is 1.21%, holding 63 positions across sectors including Industrials, Financials, Health Care. Inception date: 2005-12-30.

DHMAX performance shows a YTD return of 0.80%. The 1-year return is 8.78% and the 5-year return is 7.70%.

DHMAX top holdings include Regal Rexnord Corp (3.8%), Antero Resources Corp (3.5%), State Street Institutional US Government Money Market Fund (3.2%), Waystar Holding Corp (3.1%), Humana Inc. (3.1%). Go to all DHMAX holdings, DHMAX sectors, or DHMAX dividends.

DHMAX can be compared against other funds. Use DHMAX overlap to find shared positions, or DHMAX vs another fund for a side-by-side view. DHMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.