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    Hotchkis & Wiley Mid-Cap Value R (HWMRX)

    39.36 Up 0.03(0.08%) Jul 31
    Prev Close:39.33
    YTD Return*:-1.84%
    Net Assets*:3.27B
    Yield*:0.16%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for HWMRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ARRS3.63N/A
    GXP3.59N/A
    CIE3.49N/A
    WSH3.36N/A
    WTM3.23N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.27B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.51%

    Performance & Risk

    YTD Return:-1.84%
    5y Avg Return:19.53%
    Rank in Category (ytd):92
    % Rank in Category (ytd):17.93%
    Beta (3y):1.14
    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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