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    Hotchkis & Wiley Small Cap Value C (HWSCX)

    51.30 Up 0.76(1.50%) Dec 18
    Prev Close:50.54
    YTD Return*:7.09%
    Net Assets*:1.06B
    Yield*:0.06%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for HWSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    DOOR.TO5.39-2.78
    HMN4.101.36
    CNW3.8827.05
    FHN3.799.27
    MATX3.3034.24

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.06B
    Category:Small Value
    Annual Report Expense Ratio (net):1.99%

    Performance & Risk

    YTD Return:7.09%
    5y Avg Return:20.42%
    Rank in Category (ytd):4
    % Rank in Category (ytd):1.01%
    Beta (3y):1.26
    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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