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.
Diamond Hill Small-Mid Cap I DHMIX
NAV / 1-Day Return
22.94
/
1.50
%
Total Assets
2.0 Bil
Adj. Expense Ratio
0.920%
Expense Ratio
0.920%
Fee Level
Above Average
Longest Manager Tenure
16.74
years
Category
Mid-Cap Value
Investment Style
Small BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.49%
Turnover
14%
Morningstar’s Fund 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.
