| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
4
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#18 in Mid-Cap Value
U.S. News evaluated 113 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Diamond Hill Funds funds
Performance
The fund has returned 23.35 percent over the past year, 12.14 percent over the past three years, and 9.00 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 16.5% |
| 1 Year | 23.3% |
| 3 Years (Annualized) | 12.1% |
| 5 Years (Annualized) | 9.0% |
| 10 Years (Annualized) | N/A |
Summary
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 and medium market capitalizations that the Adviser believes are undervalued. Small and mid cap companies are defined as companies with market capitalizations at the time of purchase between $500 million and $10 billion or in the range of those market capitalizations of companies included in the Russell 2500 Index at the time of purchase. The Adviser focuses on estimating a company's value independent of its current stock price.
Fees
Fees are Low compared to funds in the same category.
Diamond Hill Small-Mid Cap Fund has an expense ratio of 1.26 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
