Diamond Hill Small Cap's seasoned manager and consistent approach earn its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver; its Investor share class stays at Silver.
Will DHSCX 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 DHSCX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of DHSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.