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Morningstar

Diamond Hill Small-Mid Cap I DHMIX

Morningstar Analyst Rating
Analyst rating as of | See Diamond Hill Investment Hub
  • NAV / 1-Day Return 26.57  /  0.49 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.71%
  • Turnover 14%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis DHMIX

Will DHMIX 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 DHMIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DHMIX 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 DHMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lumpy but worthy.

Director

Summary

| by Dan Culloton

Rough stock-picking has dropped the Morningstar Analyst Rating for Diamond Hill Small-Mid Cap’s costliest share class to Bronze, but a seasoned manager and solid approach keep the cheaper shares at Silver.

Unlock our full analysis with Morningstar Investor