| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
1
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#26 in High Yield Bond
U.S. News evaluated 167 High Yield Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Hotchkis and Wiley funds
Performance
The fund has returned 16.29 percent over the past year, and 12.80 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 4.9% |
| 1 Year | 16.3% |
| 3 Years (Annualized) | 12.8% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high current income combined with the opportunity for capital appreciation to maximize total return. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in a diversified portfolio of high yield securities. It may invest up to 20% of its total assets in securities denominated in foreign currencies and may invest without limit in U.S. dollar-denominated securities of foreign issuers. The fund may not invest more than 10% of its total assets in securities rated Caa or below by Moody's, or equivalently rated by S&P or Fitch, or, if unrated, determined by the Advisor to be of comparable quality.
Fees
Fees are Above Average compared to funds in the same category.
Hotchkis & Wiley High Yield Fund has an expense ratio of 0.95 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
