2 / 5 Stars
4 4 3 1 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#60 in Large Value
U.S. News evaluated 313 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 35.07 percent over the past year, 16.94 percent over the past three years, 16.96 percent over the past five years, and 6.04 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||31.7%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||6.0%|
The investment seeks current income and long-term growth of income, as well as capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of large capitalization companies. The Advisor currently considers large cap companies to be those with market capitalizations like those found in the Russell 1000® Index. The fund also invests in stocks with high cash dividends or payout yields relative to the market. It may also invest in foreign (non-U.S.) securities.
Fees are Low compared to funds in the same category.
Hotchkis and Wiley Large Cap Value Fund has an expense ratio of 1.30 percent.
Risk is High compared to funds in the same category according to Morningstar.