Diamond Hill Research Opportunities A
Diamond Hill Funds325 John H. Mcconnell Boulevard,Suite 200Columbus, OH 43215
Map
Phone: 888-226-5595
| Category: | Mid-Cap Blend | | Fund Family: | Diamond Hill Funds | | Net Assets: | 32.00M | | Year-to-Date Return: | 9.16% | | Yield: | 0.08% | | Morningstar Rating: | N/A | | Fund Inception Date: | Dec 29, 2011 |
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Igor Golalic
Lead Manager since Dec 29, 2011 | | | Golalic joined Federated in March 2003 as an assistant vice president/senior research analyst of portfolio management and equity research in the Utilities sector. He was a senior securities analyst at S.T.R.S. of Ohio from June 1999 to March 2003.
Golalic holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | 2,500 | | Min Initial Investment, AIP: | 2,500 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
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| 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 the adviser believes are undervalued. It invests primarily in common and preferred stocks. In evaluating U.S. equity securities, 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. |
| Last Dividend
(Dec 27, 2012)
:
| 0.02 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Jun 16, 2013)
:
| 35.00% | | Average for Category: | 60.34% |
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| Expense | DHROX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.53% | 1.28% | | Prospectus Net Expense Ratio: | 1.51% | N/A | | Prospectus Gross Expense Ratio: | 1.61% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.00% | 5.26% | | Max Deferred Sales Load:
| N/A | 2.15% | | 3 Yr Expense Projection*: | 983 | 606 | | 5 Yr Expense Projection*: | 1,332 | 1,004 | | 10 Yr Expense Projection*: | 2,315 | 2,110 |
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0.14(0.63%) Jun 19