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HWVAX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Hotchkis & Wiley Sm Cp Divers Val A (HWVAX) Ownership - Who owns Hotchkis & Wiley Sm Cp Divers Val A?

The investment seeks capital appreciation... Show more

Category: #Small Value

Profile

Category
Small Value
Address
Hotchkis & Wiley Funds725 South Figueroa Street, 39th FloorLos Angeles
Phone
N/A
Web
www.hwcm.com

Details

Group
Domestic Stock Funds
Category
Small Value
Total Expense Ratio
1.05
Min. Initial Investment
2500.00
Fund Existence
almost 11 years
Turnover
54.00
Front Load
5.25
Net Assets
758438850.00
Manager Tenure
N/A

Fundamentals

HWVAX
Net Assets
758M
Fund Existence
almost 11 years
Turnover
54.00
Total Expense Ratio
1.05
Front Load
5.25%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Small Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.12
Assets in Top Ten Holdings
38.8M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
41M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.65
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
353.00
Number of Net Holdings
353.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
5.56%
Gain YTD
-8.183
Annual Yield % from dividends
0.71
Returns for 1 year
-9.84
Returns for 3 years
-15.46
Returns for 5 years
97.54
Returns for 10 years
17.52
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General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Hotchkis & Wiley Funds725 South Figueroa Street, 39th FloorLos Angeles
Phone
N/A
Web
www.hwcm.com