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Diamond Hill Small-Mid Cap I DHMIX

Analyst rating as of
NAV / 1-Day Return
25.05  /  0.36 %
Total Assets
1.8 Bil
Adj. Expense Ratio
0.910%
Expense Ratio
0.920%
Distribution Fee Level
Above Average
Share Class Type
Institutional
Category
Mid-Cap Value
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Limited
TTM Yield
0.47%
Turnover
14%

Morningstar’s Analysis DHMIX

Will DHMIX outperform in future?

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

Lumpy but worthy.

Summary

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Rough stock-picking has dropped the Morningstar Analyst Rating for Diamond Hill Small-Mid Cap’s costliest share class to Bronze, but a seasoned manager and solid approach keep the cheaper shares at Silver.

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