Mutual Funds

Large Cap Fundamental Value Fund

Select Share Class
Fund Ticker
HWLAX
Fund Style
V B G
L M S
Fund Category
Large Value

As of 8/29/24, the name of the fund changed from Large Cap Value Fund to Large Cap Fundamental Value Fund. There were no changes to the objectives, strategies, or fees.

You should consider the Hotchkis & Wiley Large Cap Fundamental Value Fund’s investment objectives, risks, and charges and expenses carefully before you invest. This and other important information is contained in the Fund’s summary prospectus and prospectus, which can be obtained by calling 800-796-5606. Read carefully before you invest.

Mutual fund investing involves risk. Principal loss is possible.  The Fund may invest in foreign securities. Please read the fund prospectus for a full list of fund risks.

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The Morningstar Style BoxTM reveals a fund’s investment strategy. For equity funds the vertical axis shows the market capitalization of the long stocks owned and the horizontal axis shows investment style (value, blend, or growth). A darkened square in the style box indicates the weighted average style of the portfolio.

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