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Diamond Hill Mid Cap Y DHPYX

Analyst rating as of
NAV / 1-Day Return
15.91  /  0.63 %
Total Assets
248.5 Mil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
Low
Longest Manager Tenure
7.15 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
500,000
Status
Open
TTM Yield
0.72%
Turnover
31%
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Morningstar’s Analysis

Will DHPYX 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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