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    Hotchkis & Wiley Mid-Cap Value A (HWMAX)

    39.62 Up 0.47(1.20%) Jan 26
    Prev Close:39.15
    YTD Return*:11.90%
    Net Assets*:3.32B
    Yield*:0.33%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ┬╗ More Headlines for HWMAX

    Top Holdings

    Symbol% AssetsYTD Return %
    GT3.79-0.81
    CFG3.67-0.40
    ARRS3.580.20
    WTM3.330.30
    WSH3.32-0.58

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.32B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.26%

    Performance & Risk

    YTD Return:11.90%
    5y Avg Return:20.52%
    Rank in Category (ytd):26
    % Rank in Category (ytd):5.65%
    Beta (3y):1.19
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of mid-capitalization companies. Hotchkis & Wiley Capital Management, LLC (the "Advisor") currently considers mid-cap companies to be those with market capitalizations like those found in the Russell Midcap® Index. View More
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