Hotchkis & Wiley Mid-Cap Value I (HWMIX)
* As of 31-Aug-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.01%|
Performance & Risk
|5y Avg Return:||21.92%|
|Rank in Category (ytd):||23|
|% Rank in Category (ytd):||5.19%|
|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. Hotchkis & Wiley Capital Management, LLC (the "Advisor") currently considers mid-cap companies to be those with market capitalizations like those found in the Russell MidcapÂ® Index. View More