2 / 5 Stars
5 4 1 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#40 in Small Value
U.S. News evaluated 113 Small 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 23.67 percent over the past year, 12.76 percent over the past three years, 9.82 percent over the past five years, and 11.31 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.7%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||9.8%|
|10 Years (Annualized)||11.3%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in common stocks of small capitalization U.S. companies. The Advisor currently considers small cap companies to be those with market capitalizations of $3 billion or less. The fund seeks to invest in stocks whose future prospects are misunderstood or not fully recognized by the market.
Fees are Low compared to funds in the same category.
Hotchkis and Wiley Small Cap Value Fund has an expense ratio of 1.34 percent.
Risk is High compared to funds in the same category according to Morningstar.