DHTAX – Diamond Hill Select Inv Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term capital appreciation. The fund normally invests its assets in U.S. equity securities of any size capitalization that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. The Adviser focuses on estimating a company's value independent of its current stock price. The Adviser also considers the level of industry competition, regulatory factors, the threat of technological obsolescence, and a variety of other industry factors. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DHTAX	Diamond Hill Select Fund Investor Share	No Load	Open			Dec 30, 2005	$31.82M	1.180%	Above Average	$2,500	−$5.94M
DHLTX	Diamond Hill Select Fund Class I	Institutional	Open			Dec 30, 2005	$403.94M	0.890%	Above Average	$2,500	−$99.39M
DHTYX	Diamond Hill Select Fund Class Y	Institutional	Open			Dec 30, 2011	$41.79M	0.760%	Below Average	$500,000	−$32.93M

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