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    Hotchkis & Wiley Mid-Cap Value R (HWMRX)

    41.41 Up 0.01(0.02%) Feb 27
    Prev Close:41.40
    YTD Return*:-4.81%
    Net Assets*:3.15B
    Yield*:0.16%

    * As of 31-Jan-15

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

    Headlines

    ┬╗ More Headlines for HWMRX

    Top Holdings

    Symbol% AssetsYTD Return %
    ARRS3.55-12.42
    WSH3.45-1.90
    CFG3.36-3.46
    GXP3.323.34
    WTM3.230.98

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.15B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.51%

    Performance & Risk

    YTD Return:-4.81%
    5y Avg Return:18.64%
    Rank in Category (ytd):96
    % Rank in Category (ytd):18.75%
    Beta (3y):1.15
    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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