Diamond Hill Small Cap’s comanagers continue to find their footing since taking the helm in February 2019, but a flurry of recent departures introduces uncertainty. The Y and I share classes maintain a Morningstar Analyst Rating of Silver while the pricier A and C shares drop to Bronze.
Diamond Hill Small Cap Inv DHSCX
NAV / 1-Day Return
38.63
/
0.86
%
Total Assets
613.1 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.260%
Expense Ratio
1.260%
Fee Level
Above Average
Longest Manager Tenure
14.12
years
Category
Small Value
Investment Style
Small BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.26%
Turnover
34%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Despite several recent departures and a relatively new comanager duo, this strategy is still compelling.
