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 Q3 2014 Q2 2014 08/31/2014 08/29/2014
Large Cap Value Fund Q3 2014 Q2 2014 08/31/2014 08/29/2014 Q&A - Take Advantage of our Experience
Mid-Cap Value Fund Q3 2014 Q2 2014 08/31/2014 08/29/2014 Q&A - Mid Caps Can Deliver Large-Sized Opportunities
Small Cap Value Fund Q3 2014 Q2 2014 08/31/2014 08/29/2014
Small Cap Diversified
Value Fund
08/31/2014 08/29/2014
Global Value Fund Q3 2014 Q2 2014 08/31/2014 08/29/2014
Value Opportunities Fund Q3 2014 Q2 2014 08/31/2014 08/29/2014 Q&A - A Flexible Approach with Demonstrated Results
INCOME
Capital Income Fund Q3 2014 Q2 2014 08/31/2014 08/29/2014 Generate Retirement Income
High Yield Fund Q3 2014 Q2 2014 08/31/2014 08/29/2014 Asset Class Returns
Case for High Yield
FIRM
All Funds Q3 2014 Performance
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