Morningstar

Diamond Hill Small-Mid Cap Inv DHMAX

Morningstar Medalist Rating
Medalist Rating as of | See Diamond Hill Investment Hub
  • NAV / 1-Day Return 27.34  /  −0.04 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.24%
  • Turnover 16%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0

Morningstar’s Analysis DHMAX

Will DHMAX 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 DHMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DHMAX 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 DHMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lumpy but worthy.

Director Dan Culloton

Dan Culloton

Director

Summary

A recent management tweak doesn’t alter Diamond Hill Small-Mid Cap’s appeal.

by Dan Culloton
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DHMAX

More DHMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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