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Diamond Hill Long-Short Inv DIAMX

Analyst rating as of
NAV / 1-Day Return
30.62  /  0.16 %
Total Assets
2.1 Bil
Adj. Expense Ratio
1.370%
Expense Ratio
1.830%
Fee Level
Below Average
Longest Manager Tenure
18.99 years
Category
Long-Short Equity
Investment Style
Large Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.16%
Turnover
65%
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Morningstar’s Analysis

Will DIAMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Improving, but shortfalls remain.

Senior Analyst

Summary

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The managers on Diamond Hill Long-Short have taken steps to improve its short-selling approach, but it hasn't yet matched the firm's well-regarded efforts on the long-only side. Still-recent team changes also temper expectations for now, holding its Morningstar Analyst Rating at Neutral for all share classes.

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