Dow Down 1.40% Nasdaq Down 1.59%

Hotchkis & Wiley Small Cap Value C (HWSCX)

54.41 Down 0.89(1.61%) Oct 1
Prev Close:55.30
YTD Return*:7.28%
Net Assets*:1.04B
Yield*:0.06%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for HWSCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CNW5.2531.60
DOOR.TO5.11-4.92
KALU4.4316.07
FHN3.936.78
HMN3.44-3.20

Fund Basics

Morningstar Overall Rating:
Total Assets:1.04B
Category:Small Value
Annual Report Expense Ratio (net):1.99%

Performance & Risk

YTD Return:7.28%
5y Avg Return:21.02%
Rank in Category (ytd):10
% Rank in Category (ytd):2.6%
Beta (3y):1.41
Morningstar Risk Rating:4

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 small capitalization companies. Hotchkis & Wiley Capital Management, LLC (the "Advisor") currently considers small cap companies to be those with market capitalizations like those found in the Russell 2000® Index. View More
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