The Morningstar Analyst Ratings for Diamond Hill Small Cap have dropped on account of rough stock-picking, but its seasoned manager and solid approach still earn Bronze or Silver medals, depending on share class fees.
Diamond Hill Small Cap Inv DHSCX
NAV / 1-Day Return
27.80
/
1.38
%
Total Assets
397.9 Mil
Adj. Expense Ratio
1.260%
Expense Ratio
1.260%
Fee Level
Above Average
Longest Manager Tenure
15.41
years
Category
Small Value
Investment Style
Small BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.20%
Turnover
20%
Morningstar’s Fund Analysis DHSCX
Will DHSCX 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 DHSCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the DHSCX 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 DHSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Rough around the edges.
