4 / 5 Stars
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 118 Small 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 27.11 percent over the past year, 13.37 percent over the past three years, 24.11 percent over the past five years, and 9.72 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.7%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||24.1%|
|10 Years (Annualized)||9.7%|
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 $2.5 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.
Fees are Low compared to funds in the same category.
Diamond Hill Small Cap Fund has an expense ratio of 0.91 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.