| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#21 in Mid-Cap Value
U.S. News evaluated 113 Mid-Cap Value 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 40.15 percent over the past year, 20.39 percent over the past three years, 12.76 percent over the past five years, and 11.68 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 20.2% |
| 1 Year | 40.2% |
| 3 Years (Annualized) | 20.4% |
| 5 Years (Annualized) | 12.8% |
| 10 Years (Annualized) | 11.7% |
Summary
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
Fees are Average compared to funds in the same category.
Hotchkis and Wiley Value Opportunities Fund has an expense ratio of 1.35 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
