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DROYX Diamond Hill Research Opportunities Y

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Fund DROYX Diamond Hill Research Opportunities Y
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Similarity
?
100%
Annual Fees
?
$113.22
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.87% annual return
$22,500.83
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 0.24%
3 YR 3.79%
5 YR 9.36%
10 YR --
Description
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 in non-U.S. equity securities, including equity securities in emerging market countries. In evaluating 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.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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