Nasdaq - Delayed Quote USD
Diamond Hill Funds - Diamond Hill Research Opportunities Fund (DROYX)
22.76
+0.19
+(0.84%)
As of April 28 at 8:00:11 PM EDT. Market Open.
Investment Information
- Min Initial Investment
- 500,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 5,000
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- JPMorgan
- CommonWealth PPS
- Fidelity Institutional FundsNetwork
- CommonWealth Core
- Commonwealth Universe
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Fidelity Advisor 401(k) I Shares
- TD Ameritrade Institutional
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- ADP Access Open Fund Architecture
- DailyAccess Corporation Matrix
- Fidelity Advisor 401(k) A Shares
- Commonwealth (PPS/Advisory)
Fund Summary
The investment seeks to provide long-term capital appreciation. 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 | -9.16% |
| Yield | 0.60% |
| Morningstar Rating | |
| Inception Date | Dec 30, 2011 |
Performance & Risk
| YTD Return | 12.04% |
| 5y Average Return | 4.93% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
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