Diamond Hill Small-Mid Cap Fund
Shareclass
Diamond Hill Small-Mid Cap Inv (DHMAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Diamond Hill Small-Mid Cap Fund
FUND COVERAGE
# of holdings55
% of assets87%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp0.67%$6.02M
- 2. Illumina Inc1.43%$12.8M
- 3. FTI Consulting Inc0.76%$6.82M
- 4. Ciena Corp2.68%$23.97M
- 5. Lear Corp1.55%$13.86M
- 6. Rexford Industrial Realty Inc1.23%$11.05M
- 7. VeriSign Inc2.08%$18.68M
- 8. Fortune Brands Innovations Inc1.04%$9.3M
- 9. Equitable Holdings Inc0.96%$8.61M
- 10. TransUnion1.23%$11.06M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc Class A5.13%$45.97M
- 2. Brown & Brown Inc0.54%$4.83M
- 3. ESAB Corp0.43%$3.85M
- 4. Huntington Ingalls Industries Inc3.76%$33.7M
- 5. The Marzetti Co1.51%$13.49M
- 6. NVR Inc2.01%$18.04M
- 7. SS&C Technologies Holdings Inc2.74%$24.56M
- 8. CubeSmart3.11%$27.9M
- 9. Stifel Financial Corp0.94%$8.42M
- 10. UDR Inc0.7%$6.24M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Diamond Hill Small-Mid Cap Fund
Totals
Holdings
Assets
Weight
Prisons
2
$14.59M
1.63%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$36.38M
4.06%
Borders high risk
1
$10.73M
1.2%
Total
4
$36.38M
4.06%
Holdings — 4 flagged holdings
1.
TransUnion
:$11.06M
1.23%
2.
Teledyne Technologies Inc
:$10.73M
1.2%
3.
Synovus Financial Corp
:$7.65M
0.85%
4.
First Horizon Corp
:$6.94M
0.77%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Diamond Hill Small-Mid Cap Fund DHMAX
Environment
Social
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