The investment seeks long-term capital appreciation. Current income is secondary. The fund normally invests at least 65% of assets in equity securities of savings and loans and commercial banks in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, or Virginia. It may also invest up to 35% of assets in savings and banking institutions outside of the Southeast, and non-bank financial companies.
Fund filings (PDF) »

Asset managers:
Christopher Bingaman (Started: Dec 1, 2007)
William Dierker (Started: Dec 1, 2007)

Advisor Company:
Diamond Hill Capital Management Inc
Fund family reports on Morningstar »

	1 year	3 years	5 years	10 years
Alpha*	11.84	-3.04	-3.08	4.74
Beta*	1.57	1.38	1.33	0.91
Mean annual return	5.01	-0.94	-0.17	0.46
R-squared*	78.27	67.14	65.71	48.12
Standard deviation	35.80	33.50	26.36	21.06
Sharpe ratio	1.68	-0.40	-0.19	0.13
* Against standard index

Risk measurement details »

Security	Net Assets
JPMorgan US Govt MMkt Capital	12.97%
Wells Fargo Company (WFC)	6.06%
J.P. Morgan Chase & Co. (JPM)	5.58%
Assured Guaranty, Ltd. (AGO)	3.57%
The Travelers Companies, Inc. (TRV)	3.53%
PNC Financial Services Group (PNC)	3.40%
US Bancorp (USB)	3.39%
Prudential Financial, Inc. (PRU)	3.23%
Allstate Corporation (ALL)	3.22%
Natl City Cap Tr Iv Pfd	3.07%

Holdings Performance »