3 / 5 Stars
5 4 2 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#10 in Small Value
U.S. News evaluated 117 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 29.18 percent over the past year, 15.22 percent over the past three years, 32.12 percent over the past five years, and 8.47 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||32.1%|
|10 Years (Annualized)||8.5%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of small capitalization companies. The Advisor currently considers small cap companies to be those with market capitalizations like those found in the Russell 2000® Index.
Fees are High compared to funds in the same category.
Hotchkis and Wiley Small Cap Value Fund has an expense ratio of 1.28 percent.
Risk is High compared to funds in the same category according to Morningstar.