Fund Literature

In addition to fact sheets, commentary and summary prospectuses, you may download portfolio holdings for the previous three months as well as other valuable literature for the Hotchkis & Wiley fund family.

  FACT SHEET COMMENTARY HOLDINGS SUMMARY
PROSPECTUS		 ADDITIONAL LITERATURE
VALUE EQUITY
Diversified Value Fund Q1 2013 Q1 2013 03/31/2013 08/29/2012
Large Cap Value Fund Q1 2013 Q1 2013 03/31/2013 08/29/2012
Mid-Cap Value Fund Q1 2013 Q1 2013 03/31/2013 08/29/2012 Q&A - Mid Caps Can Deliver Large-Sized Opportunities
Case for Mid-Cap
Small Cap Value Fund Q1 2013 Q1 2013 03/31/2013 08/29/2012 Case for Small Cap
Global Value Fund 03/31/2013 12/31/2012
Value Opportunities Fund Q1 2013 Q1 2013 03/31/2013 08/29/2012 Opportunity Redefined
INCOME
Capital Income Fund Q1 2013 Q1 2013 03/31/2013 08/29/2012 Generate Retirement Income
High Yield Fund Q1 2013 Q1 2013 03/31/2013 08/29/2012 Q&A - 3 Years of H&W High Yield
Asset Class Returns
Case for High Yield
FIRM
All Funds Q1 2013 Performance
CONFERENCE CALLS GO >
NEWSLETTERS / WHITEPAPERS GO >
RELATED DOCUMENTS

Click here for the latest standardized and most recent month-end Hotchkis & Wiley Funds Performance.

The performance shown represents past performance. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. Investment results and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. To obtain standardized and most recent month-end performance, please click on link above.

The Hotchkis & Wiley Funds are distributed by Quasar Distributors, LLC