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    Hotchkis & Wiley Mid-Cap Value R (HWMRX)

    40.57 Up 0.51(1.27%) Dec 19
    Prev Close:40.06
    YTD Return*:9.14%
    Net Assets*:3.35B
    Yield*:0.12%

    * As of 30-Nov-14

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

    Headlines

    ┬╗ More Headlines for HWMRX

    Top Holdings

    Symbol% AssetsYTD Return %
    ARRS3.7020.62
    CFG3.6115.14
    GT3.435.46
    WTM3.36-45.65
    CIE3.3432.80

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.35B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.51%

    Performance & Risk

    YTD Return:9.14%
    5y Avg Return:20.52%
    Rank in Category (ytd):50
    % Rank in Category (ytd):11.04%
    Beta (3y):1.20
    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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