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Diamond Hill Mid Cap Fund (DHPAX)

15.54
+0.27
+(1.77%)
At close: 8:00:35 PM EDT
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  • Previous Close 15.27
  • YTD Return -1.02%
  • Expense Ratio 1.06%
  • Category Mid-Cap Value
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 134.61M
  • Beta (5Y Monthly) 0.99
  • Yield 0.86%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.15
  • Inception Date Dec 31, 2013

The fund, under normal market conditions, invests at least 80% of its net assets in U.S. equity securities with medium market capitalizations that Diamond Hill Capital Management, Inc. ("the Adviser") believes are undervalued. Equity securities consist of common and preferred stocks. Mid cap companies are defined as companies with market capitalizations at the time of purchase between $1.5 billion and $20 billion or in the range of those market capitalizations of companies included in the Russell Midcap Index at the time of purchase.

Diamond Hill Funds

Fund Family

Mid-Cap Value

Fund Category

134.61M

Net Assets

2013-12-31

Inception Date

Performance Overview: DHPAX

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Trailing returns as of 4/9/2025. Category is Mid-Cap Value.

YTD Return

DHPAX
1.02%
Category
21.28%
 

1-Year Return

DHPAX
0.09%
Category
55.83%
 

3-Year Return

DHPAX
1.86%
Category
11.08%
 

5-Year Return

DHPAX
15.88%
Category
11.93%
 

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Holdings: DHPAX

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Sector Weightings

SectorDHPAX
Industrials   19.59%
Healthcare   13.67%
Real Estate   11.31%
Technology   11.09%
Energy   3.32%
Utilities   1.40%

Recent News: DHPAX

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Research Reports: DHPAX

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