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Morningstar

Diamond Hill Small Cap I DHSIX

Morningstar Analyst Rating
Analyst rating as of | See Diamond Hill Investment Hub
  • NAV / 1-Day Return 29.39  /  1.14 %
  • Total Assets 317.5 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.71%
  • Turnover 20%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis DHSIX

Will DHSIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DHSIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DHSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DHSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Rough around the edges.

Director

Summary

| by Dan Culloton

The Morningstar Analyst Ratings for Diamond Hill Small Cap have dropped on account of rough stock-picking, but its seasoned manager and solid approach still earn Bronze or Silver medals, depending on share class fees.

Unlock our full analysis with Morningstar Investor