1 / 5 Stars
3 4 2 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#164 in Large Value
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.83 percent over the past year, 11.03 percent over the past three years, and 3.92 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||15.5%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||3.9%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests in large capitalization U.S. companies with stocks that are considered by the Advisor to be undervalued. The Advisor currently considers large cap companies to be those with market capitalizations like those found in the Russell 1000® Index, although the Advisor will generally not purchase stock in a company with a market capitalization of less than $3 billion. The fund may also invest in foreign (non-U.S.) securities.
Fees are Low compared to funds in the same category.
Hotchkis and Wiley Diversified Value Fund has an expense ratio of 1.20 percent.
Risk is High compared to funds in the same category according to Morningstar.