Diamond Hill Small Mid Cap Fund Class I (DHMIX) Research
This fund aims for significant capital growth over the long term. It typically allocates a minimum of 80% of its net assets to U.S. common stocks, specifically focusing on enterprises with small and medium market capitalizations that the investment adviser identifies as undervalued. These small and mid-cap firms are defined as those possessing market valuations, at the point of purchase, between $500 million and $10 billion, or alternatively, within the market capitalization range of companies found in the Russell 2500 Index at that same time. The adviser’s methodology centers on assessing a company's intrinsic worth independently of its prevailing stock market price.
Market snapshot
- Symbol
- DHMIX
- Price
- $26.96
- Day change
- +0.71%
- Market cap
- $823.5M
- 52-week range
- 24.89-28.39
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Artisan Mid Cap Value Fund (APHQX)
- Brandes Emerging Markets Value Fund Class I (BEMIX)
- Columbia Small Cap Value Fund II Class A (COVAX)
- BNY Mellon Small Cap Stock Index Fund Investor Shares (DISSX)
- Heartland Value Fund Insti Class Shs (HNTVX)
- Heartland Value Fund Investor Class Shs (HRTVX)
- Putnam International Equity Fd Class A (POVSX)
- Hartford Schroders US MidCap Opportunities Fund (SMDIX)
Open Diamond Hill Small Mid Cap Fund Class I (DHMIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.