HWCAX – Hotchkis & Wiley Disciplined Value A Investment Strategy | Morningstar

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Strategy

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 large capitalization companies. It seeks to invest in companies whose future prospects are misunderstood or not fully recognized by the market.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HWCIX	Hotchkis & Wiley Disciplined Value Fund Class Institutional	Institutional	Open			Aug 30, 2004	$44.72M	0.810%	Above Average	$250,000	−$4.78M
HWCAX	Hotchkis & Wiley Disciplined Value Fund Class A	Front Load	Open			Aug 30, 2004	$39.21M	1.060%	Above Average	$2,500	−$4.56M

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