Hotchkis & Wiley Mid-Cap Value A (HWMAX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.32%|
Performance & Risk
|5y Avg Return:||27.02%|
|Rank in Category (ytd):||5|
|% Rank in Category (ytd):||1.15%|
|Morningstar Risk Rating:||5|
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. The Advisor currently considers mid-cap companies to be those with market capitalizations like those found in the Russell MidcapÂ® Index. The fund may also invest in the securities of small capitalization companies and in foreign (non-U.S.) securities. It seeks to invest in stocks whose future prospects are misunderstood or not fully recognized by the market. View More