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Diamond Hill Small-Mid Cap I DHMIX

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%

Morningstar’s Analysis DHMIX

Will DHMIX outperform in future?

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

Lumpy but worthy.

Summary

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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