DHMAX Mutual Fund (Diamond Hill Small-Mid Cap Fund Investor Class) is managed by Diamond Hill Capital Management Inc. with $31.2M in net assets. DHMAX expense ratio is 1.21%, holding 62 positions across sectors including Industrials, Financials, Unknown. Inception date: 2005-12-30.

DHMAX performance shows a YTD return of 7.00%. The 1-year return is 21.43% and the 5-year return is 7.71%. DHMAX dividend yield stands at 5.76%, paid annually.

DHMAX top holdings include State Street Navigator Securities Lending Portfolio I (6.4%), Regal Rexnord Corp (4.2%), State Street Institutional US Government Money Market Fund (4.1%), Post Holdings Inc (3.7%), Huntington Ingalls Industries Inc. (3.5%). View all DHMAX holdings, sector breakdown, or dividend history.

DHMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DHMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.