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DROCX Diamond Hill Research Opportunities C

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Fund DROCX Diamond Hill Research Opportunities C EEHCX Equinox EquityHedge US Strategy C  
Similarity
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100% 87%
Annual Fees
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$232.67
(2.24% Exp. Ratio)
$228.52
(2.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.87% annual return
$15,842.66 $16,038.29
Est. savings over 30 yrs +$195.63
Return
As of 10/31/16
1 YR RETURN -0.91%
3 YR 2.60%
5 YR 8.12%
10 YR --
1 YR RETURN 3.57%
3 YR 4.89%
5 YR --
10 YR --
Description
The investment seeks to provide long-term capital appreciation. The fund normally invests its assets primarily in U.S. equity securities of any size that Diamond Hill Capital Management, Inc. believes are undervalued. It may also invest in non-U.S. equity securities, including equity securities in emerging market countries. In evaluating equity securities, the Adviser focuses on estimating a company's value independent of its current stock price. To estimate a company's value, the Adviser concentrates on the fundamental economic drivers of the business. The fund may sell securities short.
The investment seeks to achieve capital appreciation with moderate correlation to and with less volatility than the S&P 500 Index. The fund seeks to achieve its investment objective by allocating its assets between two broad strategies: (1) the Equity Strategy and (2) the Hedge Strategy. It pursues its equity strategy by investing in a combination of (i) derivatives instruments, and/or (ii) exchange traded funds ("ETFs") or other investment companies that seek to track the composition and/or performance of selected equity indexes. The fund also uses an overlay strategy to hedge the fund's overall exposure to the equity markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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