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Hotchkis And Wiley Mid Cap Value: (MF: HWMIX)
(MF) As of Jul 23, 2014 06:05 PM ET
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Zacks MF Rank : 3 - Hold
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General Information as of Jun 30, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 6/30/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 6/30/2014
% of Portfolio
Top Equity Holdings
(As of 3/31/2014) % of Portfolio
NRG ENERGY INC
GREAT PLAINS ENERGY INC
SUNTRUST BANKS INC
COBALT INTERNATIONAL ENER 3.49
WILLIS GROUP HOLDINGS PLC
PUBLIC SERVICE ENTERPRISE 3.34
KOSMOS ENERGY LTD
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Hotchkis And Wiley Mid Cap Value HWMIX
Zacks News for HWMIX
2011-12-13 01:00 AM
%Max Sales Load
%Min Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in January 1997 and is managed by Hotchkis and Wiley Capital Management, LLC. The fund seeks capital appreciation. The fund invests at least 80% of its net assets plus borrowings for investment purposes in common stocks of mid capitalization U.S. companies. The advisor currently considers mid-cap companies to be those with market capitalizations like those found in the Russell Midcap Index. The fund pays dividends and capital gains annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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