Diamond Hill Small-Mid Cap’s experienced portfolio manager and disciplined approach earn it a Morningstar Analyst Rating of Silver.
Diamond Hill Small-Mid Cap Inv DHMAX
NAV / 1-Day Return
29.23
/
1.07
%
Total Assets
2.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.210%
Expense Ratio
1.210%
Fee Level
Above Average
Longest Manager Tenure
15.81
years
Category
Mid-Cap Value
Investment Style
Small ValueMin. Initial Investment
2,500
Status
Limited
TTM Yield
0.37%
Turnover
31%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will DHMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DHMAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the DHMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of DHMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A disciplined search for discounts.
