Hotchkis and Wiley Mid-Cap Value R (HWMRX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.57%|
Performance & Risk
|5y Avg Return:||32.01%|
|Rank in Category (ytd):||4|
|% Rank in Category (ytd):||0.93%|
|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