Hotchkis & Wiley Small Cap Value I (HWSIX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.99%|
Performance & Risk
|5y Avg Return:||19.55%|
|Rank in Category (ytd):||50|
|% Rank in Category (ytd):||11.39%|
|Morningstar Risk Rating:||5|
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