Nasdaq - Delayed Quote USD
Diamond Hill Funds - Diamond Hill Research Opportunities Fund (DROCX)
20.70
+0.17
+(0.83%)
As of April 28 at 8:00:11 PM EDT. Market Open.
Investment Information
- Min Initial Investment
- 2,500
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 25
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Shareholders Services Group
- JPMorgan
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Ameriprise Brokerage
- MSSB Retail Fund
- Raymond James
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Morgan Stanley Consulting Group Advisor
- TD Ameritrade Retail
- TD Ameritrade Institutional
- JP MORGAN LOAD
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- Vanguard Load
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - 6.18.2020
Fund Summary
The fund normally invests its assets primarily in U.S. equity securities of any size that Diamond Hill Capital Management, Inc. believes are undervalued. It may also invest up to 40% of its net assets in non-U.S. equity securities, including equity securities in emerging market countries. The Adviser focuses on estimating a company's value independent of its current stock price. To estimate a company's value, the Adviser concentrates on the fundamental economic drivers of the business. The fund may sell securities short.
Fund Overview
| Category | Large Blend |
| Fund Family | Diamond Hill Funds |
| Net Assets | 33.45M |
| YTD Return | -10.00% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 30, 2011 |
Performance & Risk
| YTD Return | 11.99% |
| 5y Average Return | 3.73% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
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