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Diamond Hill Small-Mid Cap C DHMCX

Analyst rating as of
NAV / 1-Day Return
22.50  /  1.72 %
Total Assets
1.9 Bil
Adj. Expense Ratio
1.960%
Expense Ratio
1.960%
Fee Level
Average
Longest Manager Tenure
15.16 years
Category
Mid-Cap Value
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Closed
TTM Yield
0.00%
Turnover
31%
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Morningstar’s Analysis

Will DHMCX 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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