Morningstar

Diamond Hill Long-Short Y DIAYX

Morningstar Medalist Rating
Medalist Rating as of | See Diamond Hill Investment Hub
  • NAV / 1-Day Return 30.21  /  +0.50 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 1.370%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Value
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 2.08%
  • Turnover 41%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis DIAYX

Will DIAYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DIAYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DIAYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DIAYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The long and short of it.

Director Dan Culloton

Dan Culloton

Director

Summary

Focusing on stock-picking is Diamond Hill Long-Short Equity’s strength and weakness.

by Dan Culloton
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DIAYX

More DIAYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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