Diamond Hill Research Opportunities C (DROCX)
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Diamond Hill Research Opportunities C
Diamond Hill Funds
325 John H. Mcconnell Boulevard,Suite 200
Columbus, OH 43215
888-226-5595
Management information
John Loesch,Lead manager since 29 December 2011
Mr. Loesch has a Bachelor of Science in Public Affairs, Public Financial Management from Indiana University, a Masters degree in Business Administration (cum laude) from the University of Notre Dame and holds the CFA designation. He has been an investment professional with the Adviser since June 2007. Mr. Loesch currently serves as a Portfolio Manager, Co-Director of Research, Sector Leader and Research Analyst for the Adviser focusing on banks and alternative asset managers. From July 2003 to May 2006 Mr. Loesch was an Analyst at Nationwide Financial. He was a Financial Advisor at UBS Financial Services from June 2001 to July 2003.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyDiamond Hill Funds
Net assets33.45M
YTD return-10.00%
Yield0.00%
Morningstar rating★
Inception date29 Dec 2011
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover74.00%
Average for categoryN/A
Fees and expenses
ExpenseDROCXCategory average
Annual report expense ratio (net)2.54%0.84%
Prospectus net expense ratio2.54%N/A
Prospectus gross expense ratio2.54%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.18%
Max deferred sales load1.00%1.28%
3-yr expense projection791N/A
5-yr expense projection1,350N/A
10-yr expense projection2,875N/A
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