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Lipper
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Zacks Investment Research
5
(Strong Sell)
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 279 Moderate Allocation 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 20.10 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.5% |
| 1 Year | 20.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high current income and long-term growth of income, as well as capital appreciation. The fund normally invests in a diversified portfolio of debt and equity securities and may shift its investments from one asset class to another. The equity securities consist primarily of common and preferred stocks with market capitalizations greater than $1 billion. The fund may invest up to 100% of total assets in bonds rated below investment grade. It may invest up to 25% of total assets in securities denominated in foreign currencies and may invest without limit in U.S. dollar-denominated securities of foreign issuers.
Fees
Fees are Above Average compared to funds in the same category.
Hotchkis and Wiley Capital Income Fund has an expense ratio of 0.80 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
