Diamond Hill Research Opportunities Fund Class Y (DROYX) Research

The primary objective of this fund is to achieve substantial growth in capital over an extended period. Typically, the fund allocates the majority of its holdings to American-based stocks, regardless of their market capitalization, which Diamond Hill Capital Management, Inc. identifies as trading below their intrinsic value. Up to 40% of its net assets may also be directed toward international equities, encompassing those in developing economies. The Adviser's strategy involves meticulously assessing a company's inherent worth, distinct from its prevailing share price. This valuation process relies on a deep analysis of the underlying economic factors and drivers that influence the business. Additionally, the fund has the discretion to engage in short selling of securities.

Market snapshot

Symbol
DROYX
Price
$22.76
Day change
+0.84%
Market cap
$33.4M
52-week range
18.5-22.99
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AB Municipal Income Fund II - Ohio Portfolio - Class A (AOHAX)
  • Diamond Hill Research Opportunities Fund Class A (DHROX)
  • Diamond Hill Research Opportunities Fund Class C (DROCX)
  • Matthews Asia Total Return Bond Fund Investor Class (MAINX)
  • MFS Special Value Trust (MFV)
  • Meritage Growth Equity Fund Institutional Shares (MPGIX)
  • Manning & Napier Target 2045 Series Class I (MTUIX)
  • Manning & Napier Target 2050 Series Class I (MTYIX)

Open Diamond Hill Research Opportunities Fund Class Y (DROYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.