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Diamond Hill Small-Mid Cap Inv DHMAX

Analyst rating as of
NAV / 1-Day Return
26.35  /  1.50 %
Total Assets
2.0 Bil
Adj. Expense Ratio
1.210%
Expense Ratio
1.210%
Fee Level
Above Average
Longest Manager Tenure
16.62 years
Category
Mid-Cap Value
Investment Style
Small Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.20%
Turnover
14%

Morningstar’s Fund Analysis DHMAX

Will DHMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A disciplined search for discounts.

Summary

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Diamond Hill Small-Mid Cap’s experienced portfolio manager and disciplined approach earn it a Morningstar Analyst Rating of Silver.

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