Hotchkis & Wiley Value Opps A (HWAAX)
* As of 30-Nov-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.24%|
Performance & Risk
|5y Avg Return:||20.20%|
|Rank in Category (ytd):||57|
|% Rank in Category (ytd):||12.58%|
|Morningstar Risk Rating:||4|
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