• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.29% Nasdaq Down 0.03%

    Hotchkis & Wiley Mid-Cap Value A (HWMAX)

    41.90 Down 0.23(0.55%) May 22
    Prev Close:42.13
    YTD Return*:2.27%
    Net Assets*:3.46B
    Yield*:0.32%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for HWMAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WSH3.637.59
    CIE3.5719.01
    ARRS3.4413.68
    WTM3.437.43
    STI3.091.79

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.46B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.26%

    Performance & Risk

    YTD Return:2.27%
    5y Avg Return:16.87%
    Rank in Category (ytd):46
    % Rank in Category (ytd):9.02%
    Beta (3y):1.11
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback