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News

US bond funds swell as investors seek safety
August 15, 2019

Henry Song, CFA discusses Treasury yields and the bond market in Richard Henderson’s Financial Times article, “US bond funds swell as investors seek safety.”

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It’s Not Just Stocks—Promise of Rate Cuts Lifts Wide Range of Assets
July 23, 2019

Henry Song, CFA discusses the implications of a Fed rate cut on the asset-backed securities market in Sam Goldfarb and Ira Iosebashvili’s The Wall Street Journal article, “It’s Not Just Stocks—Promise of Rate Cuts Lifts Wide Range of Assets.”

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Diamond Hill Core Bond and Short Duration Total Return Strategies Celebrate 3-Year Anniversaries
July 8, 2019

Diamond Hill Capital Management is celebrating the 3-year anniversaries of the Diamond Hill Core Bond and Short Duration Total Return strategies, which have been managed by portfolio managers Henry Song and Mark Jackson since inception.

Read the news release

From Auto Loans To Aircraft Leases, ABS Market Ripe With Opportunity
June 20, 2019

Henry Song, CFA discusses the evolution of asset-backed securities (ABS), the benefits of investing in the ABS market, and opportunities in the sector in Financial Advisor Magazine.

Read Henry’s piece

Why Securitization Works in Diamond Hill's Short Duration Total Return Strategy
June 3, 2019

Henry Song, CFA discusses the benefits of using short structured products in our Short Duration Total Return strategy with The Wall Street Transcript.

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GE's rising bonds offer another endorsement of CEO Culp
May 9, 2019

Mark Jackson discusses the rise in GE bond prices due to a change in leadership in Kate Duguid’s Reuters article “GE’s rising bonds offer another endorsement of CEO Culp.”

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How to Invest in Tesla While Avoiding the Elon Musk Drama
April 26, 2019

Henry Song, CFA and the Diamond Hill Short Duration Total Return Fund (DHEIX) are mentioned in Alexandra Scaggs’s Barron’s article, “How to Invest in Tesla While Avoiding the Elon Musk Drama.”

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Diamond Hill Capital Management Launches Two New Fixed Income Mutual Funds
September 21, 2016
  • Diamond Hill Short Duration Total Return and Diamond Hill Core Bond strategies now available as mutual funds and institutional separate accounts.
  • New portfolio management team brings unique experience to Diamond Hill with consistent intrinsic value philosophy.

The Overall Morningstar Rating™ is based on 343 intermediate core bond funds as of 7/31/19. The Fund’s Class I rating was 5 stars among 343 funds for the 3-year period ended 7/31/19.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

The Morningstar Broad Fee Level data point compares the fund's net expense ratio to the net expense ratio of all the other funds within its Morningstar Category.

© 2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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