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    Hotchkis & Wiley Value Opps A (HWAAX)

    26.74 Up 0.60(2.30%) Dec 17
    Prev Close:26.14
    YTD Return*:8.58%
    Net Assets*:568.75M
    Yield*:0.56%

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    AIG11.818.68
    DOOR.TO6.20-2.78
    C5.204.39
    BAC5.1510.60
    JPM5.067.11

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:568.75M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.24%

    Performance & Risk

    YTD Return:8.58%
    5y Avg Return:20.20%
    Rank in Category (ytd):57
    % Rank in Category (ytd):12.58%
    Beta (3y):1.04
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks capital appreciation. The fund normally invests in equity securities, such as common stock, preferred stock and convertible securities, of any size market capitalization, and investment grade and high yield ("junk bonds") fixed income securities. It seeks to invest in stocks whose future prospects are misunderstood or not fully recognized by the market. The fund employs a fundamental value investing approach which seeks to exploit market inefficiencies created by irrational investor behavior. It is non-diversified. View More
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