DHPAX – Diamond Hill Mid Cap Inv Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks to provide long-term capital appreciation. The fund, under normal market conditions, invests at least 80% of its net assets in U.S. equity securities with medium market capitalizations that Diamond Hill Capital Management, Inc. ("the Adviser") believes are undervalued. Equity securities consist of common and preferred stocks. Mid cap companies are defined as companies with market capitalizations at the time of purchase between $1.5 billion and $20 billion or in the range of those market capitalizations of companies included in the Russell Midcap Index at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DHPAX	Diamond Hill Mid Cap Fund Investor Share	No Load	Open			Dec 31, 2013	$3.10M	1.090%	Above Average	$2,500	−$521,310.98
DHPIX	Diamond Hill Mid Cap Fund Class I	Institutional	Open			Dec 31, 2013	$63.51M	0.800%	Average	$2,500	−$11.58M
DHPYX	Diamond Hill Mid Cap Fund Class Y	Institutional	Open			Dec 31, 2013	$897,001.00	0.670%	Below Average	$500,000	−$2.17M

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