Hotchkis and Wiley Small Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
5 4 2 3 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

#21 in Small Value

U.S. News evaluated 118 Small 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

See full Small Value rankings

See more fund rankings

Performance

The fund has returned 33.16 percent over the past year, 14.95 percent over the past three years, 36.74 percent over the past five years, and 8.55 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.3%
1 Year 33.2%
3 Years (Annualized) 15.0%
5 Years (Annualized) 36.7%
10 Years (Annualized) 8.5%

See more HWSAX performance

Summary

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

Fees are Low compared to funds in the same category.
Hotchkis and Wiley Small Cap Value Fund has an expense ratio of 1.28 percent.

See more HWSAX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more HWSAX risk