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Hotchkis & Wiley Value Opps A

HWAAX
20.63
-0.32
-1.53%
2/5/2016
5 Years
  • Previous Close

    20.95

  • Net Assets

    153.06M

  • Yield

    1.70%

  • Front load

    5.25

  • Expenses

    1.21%

  • Category

    Large Value

  • Morningstar Risk

    High

  • Morningstar Rating ★★★
Profile

Name of Issuer

Hotchkis & Wiley Funds

Fund Style

Open

Fund Manager

George Davis, Jr.

Investment Style

Large Value

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.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 1,000
Initial Purchase: AIP 2,500

Inception

12/31/2002

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