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Diamond Hill Small-Mid Cap Inv DHMAX

Analyst rating as of
NAV / 1-Day Return
27.02  /  0.63 %
Total Assets
2.2 Bil
Adj. Expense Ratio
1.210%
Expense Ratio
1.210%
Fee Level
Above Average
Longest Manager Tenure
15.30 years
Category
Mid-Cap Value
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Limited
TTM Yield
0.39%
Turnover
31%
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Morningstar’s Analysis

Will DHMAX outperform in future?

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

Despite several recent departures, including an assistant manager, this closed fund remains in capable hands.

Summary

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Diamond Hill Small-Mid Cap’s experienced portfolio manager continues to ply an effective intrinsic value approach, but a flurry of recent departures introduces some uncertainty. All but one of the fund’s share classes drop to a Morningstar Analyst Rating of Silver from Gold, while the pricier C share class drops to Bronze.

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