DHPAX Mutual Fund

DHPAX Mutual Fund (Diamond Hill Mid Cap Fund- Investor Class) is managed by Diamond Hill Capital Management Inc. with $3.1M in net assets. DHPAX expense ratio is 1.06%, holding 60 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2013-12-31.

DHPAX performance shows a YTD return of 6.89%. The 1-year return is 10.18% and the 5-year return is 6.10%. DHPAX dividend yield stands at 15.75%, paid annually.

DHPAX top holdings include State Street Institutional US Government Money Market Fund (6.2%), Humana Inc. (3.7%), Antero Resources Corp (3.6%), American International Gr (3.5%), Diamondback Energy, Inc. (3.0%). Go to all DHPAX holdings, DHPAX sectors, or DHPAX dividends.

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