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Diamond Hill Small Cap Inv DHSCX

Analyst rating as of
NAV / 1-Day Return
38.50  /  1.99 %
Total Assets
605.5 Mil
Adj. Expense Ratio
1.260%
Expense Ratio
1.260%
Fee Level
Above Average
Longest Manager Tenure
14.05 years
Category
Small Value
Investment Style
Small Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.26%
Turnover
34%
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Morningstar’s Analysis

Will DHSCX outperform in future?

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

Despite several recent departures and a relatively new comanager duo, this strategy is still compelling.

Summary

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Diamond Hill Small Cap’s comanagers continue to find their footing since taking the helm in February 2019, but a flurry of recent departures introduces uncertainty. The Y and I share classes maintain a Morningstar Analyst Rating of Silver while the pricier A and C shares drop to Bronze.

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