DHSIX – Diamond Hill Small Cap I Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets in U.S. equity securities with small market capitalizations that the Adviser believes are undervalued. Small cap companies are defined as companies with market capitalizations at the time of purchase below $3 billion or in the range of those market capitalizations of companies included in the Russell 2000 Index at the time of purchase. The Adviser focuses on estimating a company's value independent of its current stock price.

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
DHSCX	Diamond Hill Small Cap Fund Investor Share	No Load	Open			Dec 29, 2000	$52.28M	1.290%	Above Average	$2,500	−$155,937.07
DHSIX	Diamond Hill Small Cap Fund Class I	Institutional	Open			Apr 29, 2005	$226.03M	1.000%	Above Average	$2,500	$39.67M
DHSYX	Diamond Hill Small Cap Fund Class Y	Institutional	Open			Dec 30, 2011	$33.09M	0.870%	Below Average	$500,000	$3.65M

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