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 2017 Q2 2017 08/31/2017 08/29/2017 Why Large Cap Value Equities
Large Cap Value Fund Q3 2017 Q2 2017 08/31/2017 08/29/2017 Why Large Cap Value Equities
Mid-Cap Value Fund Q3 2017 Q2 2017 08/31/2017 08/29/2017
Small Cap Value Fund Q3 2017 Q2 2017 08/31/2017 08/29/2017
Small Cap Diversified Value Fund Q3 2017 Q2 2017 08/31/2017 08/29/2017 Small Cap Diversified Overview
Global Value Fund Q3 2017 Q2 2017 08/31/2017 08/29/2017
International Value Fund 08/31/2017 08/29/2017
Value Opportunities Fund Q3 2017 Q2 2017 08/31/2017 08/29/2017 Opportunity Redefined
INCOME
Capital Income Fund Q3 2017 Q2 2017 08/31/2017 08/29/2017 Case for Capital Income
High Yield Fund Q3 2017 Q3 2017 08/31/2017 08/29/2017 Asset Class Returns
Case for High Yield
FIRM
All Funds Q3 2017 Performance
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