4 / 5 Stars
5 5 3 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#21 in Mid-Cap Value
U.S. News evaluated 112 Mid-Cap 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 25.34 percent over the past year, 18.09 percent over the past three years, 26.56 percent over the past five years, and 10.40 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.1%|
|3 Years (Annualized)||18.1%|
|5 Years (Annualized)||26.6%|
|10 Years (Annualized)||10.4%|
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.
Fees are Low compared to funds in the same category.
Hotchkis and Wiley Value Opportunities Fund has an expense ratio of 1.28 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.