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 Q4 2017 Q4 2017 12/31/2017 08/29/2017
Large Cap Value Fund Q4 2017 Q4 2017 12/31/2017 08/29/2017
Mid-Cap Value Fund Q4 2017 Q4 2017 12/31/2017 08/29/2017
Small Cap Value Fund Q4 2017 Q4 2017 12/31/2017 08/29/2017
Small Cap Diversified Value Fund Q4 2017 Q4 2017 12/31/2017 08/29/2017 Small Cap Diversified Overview
Global Value Fund Q4 2017 Q4 2017 12/31/2017 08/29/2017
International Value Fund 12/31/2017 08/29/2017
Value Opportunities Fund Q4 2017 Q4 2017 12/31/2017 08/29/2017 Opportunity Redefined
INCOME
Capital Income Fund Q4 2017 Q4 2017 12/31/2017 08/29/2017 Case for Capital Income
High Yield Fund Q4 2017 Q4 2017 12/31/2017 08/29/2017 Asset Class Returns
Case for High Yield
FIRM
All Funds Q4 2017 Performance
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