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.
Morningstar’s Fund Analysis DHMIX
Will DHMIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of DHMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.