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Morningstar

Diamond Hill Mid Cap Y DHPYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 17.12  /  2.64 %
  • Total Assets 187.5 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.660%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.04%
  • Turnover 12%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DHPYX

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

People Pillar

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

Still capable.

Director

Summary

| by Dan Culloton

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

Unlock our full analysis with Morningstar Investor