4 / 5 Stars
5 5 3 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 321 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 40.49 percent over the past year, 18.12 percent over the past three years, and 20.65 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||34.6%|
|3 Years (Annualized)||18.1%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests in equity securities of large capitalization companies 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.
Fees are High compared to funds in the same category.
Hotchkis and Wiley Diversified Value Fund has an expense ratio of 0.95 percent.
Risk is High compared to funds in the same category according to Morningstar.