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 Q2 2014 Q2 2014 06/30/2014 08/29/2013
Large Cap Value Fund Q2 2014 Q2 2014 06/30/2014 08/29/2013 Q&A - Take Advantage of our Experience
Mid-Cap Value Fund Q2 2014 Q2 2014 06/30/2014 08/29/2013 Q&A - Mid Caps Can Deliver Large-Sized Opportunities
Small Cap Value Fund Q2 2014 Q2 2014 06/30/2014 08/29/2013
Small Cap Diversified
Value Fund
06/30/2014
Global Value Fund Q2 2014 Q2 2014 06/30/2014 08/29/2013
Value Opportunities Fund Q2 2014 Q2 2014 06/30/2014 08/29/2013 Opportunity Redefined
Q&A - A Flexible Approach with Demonstrated Results
INCOME
Capital Income Fund Q2 2014 Q2 2014 06/30/2014 08/29/2013 Generate Retirement Income
High Yield Fund Q2 2014 Q2 2014 06/30/2014 08/29/2013 Asset Class Returns
Case for High Yield
FIRM
All Funds Q2 2014 Performance
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