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Diamond Hill Small-Mid Cap I DHMIX

Analyst rating as of
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 Blend
Min. 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.

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.

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