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Hotchkis & Wiley Small Cap Value I

HWSIX
48.18
-0.18
-0.37%
4/29/2016
5 Years
  • Previous Close

    48.36

  • Net Assets

    634.77M

  • Yield

    0.29%

  • Front load

    None

  • Expenses

    1.06%

  • Category

    Small Value

  • Morningstar Risk

    High

  • Morningstar Rating ★★★
Profile

Name of Issuer

Hotchkis & Wiley

Fund Style

Open

Fund Manager

James Miles

Investment Style

Small Value

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. Hotchkis & Wiley Capital Management, LLC (the "Advisor") currently considers small cap companies to be those with market capitalizations like those found in the Russell 2000® Index.

Purchase Information

Initial Purchase 1,000,000
Initial Purchase: IRA NA
Initial Purchase: AIP 1,000,000

Inception

9/20/1985

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