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    Hotchkis & Wiley Mid-Cap Value R (HWMRX)

    40.51 Up 0.04(0.10%) Mar 27
    Prev Close:40.47
    YTD Return*:1.52%
    Net Assets*:3.34B
    Yield*:0.15%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for HWMRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WSH3.527.36
    WTM3.496.33
    CFG3.480.36
    PEG3.30-1.13
    ARRS3.26-1.26

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.34B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.51%

    Performance & Risk

    YTD Return:1.52%
    5y Avg Return:19.02%
    Rank in Category (ytd):84
    % Rank in Category (ytd):16.8%
    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
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