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Why We Upgraded This Mid-Cap Value Fund to Gold

Diamond Hill Mid Cap shines with its proven team and attractive price tag.


Linda Abu Mushrefova: For investors seeking mid-cap value exposure, Diamond Hill Mid Cap is an excellent option. The fund was recently given a Morningstar Analyst Rating of Gold.

Chris Welch has been the lead manager on this strategy since its December 2013 inception and has been at Diamond Hill since 2005. He is supported by assistant managers Chris Bingaman and Jenny Hubbard as well as Diamond Hill's centralized research team of approximately two dozen sector analysts. The analyst team supports all of Diamond Hill's equity offerings and have proven their stock-picking abilities over time. For example, Diamond Hill Small-Mid Cap, which is also managed by Welch, has about 80% overlap with this strategy and a longer track record. Over a full market cycle, it tops its peers and index because of successful stock-picking.

Linda Abu Mushrefova does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.