Diamond Hill Small Cap Fund

Shareclass
Diamond Hill Small Cap Inv (DHSCX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Diamond Hill Small Cap Fund

FUND COVERAGE
# of holdings21
% of assets36%
Score
34 / 100
Rank

1.2 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #1,073 out of 1,085

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

17 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Fortune Brands Innovations Inc
         % of fund invested: 0.98%
         $USD invested: $2.13M
  • 2. American Eagle Outfitters Inc
         % of fund invested: 1.12%
         $USD invested: $2.45M
  • 3. Ryman Hospitality Properties Inc
         % of fund invested: 3.13%
         $USD invested: $6.83M
  • 4. Progress Software Corp
         % of fund invested: 0.69%
         $USD invested: $1.51M
  • 5. BOK Financial Corp
         % of fund invested: 1.5%
         $USD invested: $3.28M
  • 6. WESCO International Inc
         % of fund invested: 0.47%
         $USD invested: $1.03M
  • 7. Century Communities Inc
         % of fund invested: 0.72%
         $USD invested: $1.57M
  • 8. Bank OZK
         % of fund invested: 4.11%
         $USD invested: $8.96M
  • 9. Ashland Inc
         % of fund invested: 0.47%
         $USD invested: $1.03M
  • 10. Triumph Financial Inc
         % of fund invested: 3.88%
         $USD invested: $8.47M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Red Rock Resorts Inc Class A
         % of fund invested: 6.59%
         $USD invested: $14.37M
  • 2. UFP Technologies Inc
         % of fund invested: 1.37%
         $USD invested: $2.98M
  • 3. ESAB Corp
         % of fund invested: 0.84%
         $USD invested: $1.84M
  • 4. Green Brick Partners Inc
         % of fund invested: 0.46%
         $USD invested: $1M
  • 5. The Marzetti Co
         % of fund invested: 1.23%
         $USD invested: $2.68M
  • 6. CubeSmart
         % of fund invested: 1.79%
         $USD invested: $3.9M
  • 7. UGI Corp
         % of fund invested: 1.57%
         $USD invested: $3.41M
  • 8. Civitas Resources Inc Ordinary Shares
         % of fund invested: 1.25%
         $USD invested: $2.72M
  • 9. Magnolia Oil & Gas Corp Class A
         % of fund invested: 1.22%
         $USD invested: $2.66M
  • 10. Post Holdings Inc
         % of fund invested: 1.13%
         $USD invested: $2.46M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Diamond Hill Small Cap Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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