4 / 5 Stars
5 5 4 2 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#8 in Mid-Cap Value
U.S. News evaluated 109 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.41 percent over the past year, 14.63 percent over the past three years, and 28.78 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||28.8%|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Diamond Hill Small-Mid Cap Fund has an expense ratio of 1.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.