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    Hotchkis & Wiley Mid-Cap Value R (HWMRX)

    39.18 Up 0.35(0.90%) Jan 29
    Prev Close:39.18
    YTD Return*:11.61%
    Net Assets*:3.32B
    Yield*:0.16%

    * As of 31-Dec-14

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

    Headlines

    ┬╗ More Headlines for HWMRX

    Top Holdings

    Symbol% AssetsYTD Return %
    GT3.79-0.81
    CFG3.67-0.40
    ARRS3.580.20
    WTM3.330.30
    WSH3.32-0.58

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.32B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.51%

    Performance & Risk

    YTD Return:11.61%
    5y Avg Return:20.24%
    Rank in Category (ytd):29
    % Rank in Category (ytd):6.3%
    Beta (3y):1.19
    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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