HWAIX

AS OF

Dec 12 closing price

Price

$41.76

Change

-$0.30 (-0.71%)

Net Assets

816.67M

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HWAIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Hotchkis & Wiley Value Opps Instl (HWAIX) Ownership - Who owns Hotchkis & Wiley Value Opps Instl?

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

HWAIX

Net Assets

817M

Fund Existence

almost 23 years

Turnover

78.00

Total Expense Ratio

0.97

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

250000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.97

Assets in Top Ten Holdings

231M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

599M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

74.00

Number of Net Holdings

74.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

42.35%

Gain YTD

12.550

Annual Yield % from dividends

1.08

Returns for 1 year

7.74

Returns for 3 years

32.61

Returns for 5 years

50.24

Returns for 10 years

108.19

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These past five trading days, the mutual fund lost 0.00%.

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General Information

Category MidCapValue

Profile

Fundamentals

Details