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Diamond Hill Mid Cap Inv DHPAX

Analyst rating as of
NAV / 1-Day Return
17.72  /  0.91 %
Total Assets
287.5 Mil
Adj. Expense Ratio
1.070%
Expense Ratio
1.070%
Fee Level
Average
Longest Manager Tenure
7.35 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.31%
Turnover
52%
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Morningstar’s Analysis

Will DHPAX 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 strategy remains in capable hands.

Summary

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Diamond Hill Mid Cap's experienced lead manager continues to ply this strategy's effective intrinsic value approach, but a flurry of recent departures, including assistant manager Jenny Hubbard, introduces some uncertainty. The fund’s share classes drop to a Morningstar Analyst Rating of Silver from Gold.

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