The Fund Grade · free · no account needed

What grade does DHTYX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

F

Fundprints Fund Grade · as of 2026-10-01

Diamond Hill Select Fund

#495 of 500 graded active funds · blend · large segment peer group

The point · specialist footprint

DHTYX puts less of its book behind proven specialists than 81% of graded funds.

● Bottom 20%

Bottom 40%

Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.

10,000+ funds tracked · the graded specialists among them drive every read

3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

DHTYX vs the Honor Roll · share card ↗

Conviction exposure

4.9%

of the book in specialist-converged names

Late-stage weight

50.3%

of the book in Crowded or Fading names

Active share

98.4%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction
ABT 4.5%
Consensus
AIG 6.4%BRK-B 5.8%CRM 4.7%+11 locked
Emerging
ZTS 2.5%SBAC 2%
Crowded
FANG 4%WIX 3.7%AR 3.7%+1 locked
Fading
CMPR 6.6%RRX 4.5%RRR 4.3%+4 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

Diamond Hill Select earns an F grade, ranking 495 out of 500 graded funds, with specialists holding just 4.9% of the portfolio. Over half the book sits in late or fading stages, including CMPR, RRX, and RRR where specialists are actively leaving. ABT offers a small early bright spot, but it is a thin case for staying.

→ Watch the combined 15.4% weight in fading positions CMPR, RRX, and RRR closely, as specialist exit signals further pressure.

→ At least 3 higher graded funds exist in the same segment, making a direct comparison of holdings and results worthwhile now.

Support leaving these positions

CMPR 6.6% of the fund · Fading

RRX 4.5% of the fund · Fading

RRR 4.3% of the fund · Fading

FANG 4% of the fund · Crowded

WIX 3.7% of the fund · Crowded

Where it's genuinely early

ABT 4.5% of the fund · Early Conviction

ZTS 2.5% of the fund · Emerging

SBAC 2% of the fund · Emerging

Read from today's disclosed book. Evidence, not advice.

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