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Hotchkis and Wiley Mid-Cap Value R (HWMRX)

41.89 Down 0.16(0.38%) Apr 17
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Prev Close:42.05
YTD Return*:5.28%
Net Assets*:3.26B
Yield*:0.12%

* As of 31-Mar-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
NRG4.0310.72
CIE3.7712.40
GXP3.6911.67
STI3.689.67
ARRS3.6216.60

Fund Basics

Morningstar Overall Rating:
Total Assets:3.26B
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.57%

Performance & Risk

YTD Return:5.28%
5y Avg Return:32.01%
Rank in Category (ytd):4
% Rank in Category (ytd):0.93%
Beta (3y):1.51
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. The Advisor currently considers mid-cap companies to be those with market capitalizations like those found in the Russell Midcap® 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
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