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 Dow Down 0.02% Nasdaq Down 0.04%

Hotchkis & Wiley Small Cap Value C (HWSCX)

58.07 Down 0.06(0.10%) Jul 24
Prev Close:58.13
YTD Return*:7.84%
Net Assets*:1.03B
Yield*:0.06%

* As of 30-Jun-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.TO5.05-6.55
CNW4.9727.47
KALU3.884.98
FHN3.863.43
WCG3.708.02

Fund Basics

Morningstar Overall Rating:
Total Assets:1.03B
Category:Small Value
Annual Report Expense Ratio (net):2.03%

Performance & Risk

YTD Return:7.84%
5y Avg Return:27.05%
Rank in Category (ytd):9
% Rank in Category (ytd):2.29%
Beta (3y):1.44
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. 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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