Diamond Hill Mid Cap shares approximately 70% overlap with its stellar but closed sibling Diamond Hill Small-Mid Cap.
With big data comes big questions.
Morningstar analysts rated 149 strategies in August.
Morningstar analysts rated 149 strategies in July.
Fresh looks at these funds result in reduced ratings.
Subadvisors William Blair and RS steer Bronze-rated Vanguard Mid Cap Growth.
Gold-rated Diamond Hill Mid Cap boasts a deep bench and disciplined approach, but it lags in frothier market environments.
These small-cap funds have significant mid-cap exposure.
Take a fresh look at these funds.
These Morningstar Medalists have served risk-averse investors well.
A disciplined, intrinsic-value-focused process and experienced team have led to an impressive track record at Gold-rated Diamond Hill Large Cap.
Amazon’s impact has material consequences that reach beyond the large growth Morningstar Category.