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 Q1 2018 Q1 2018 04/30/2018 03/29/2018
Large Cap Value Fund Q1 2018 Q1 2018 04/30/2018 03/29/2018
Mid-Cap Value Fund Q1 2018 Q1 2018 04/30/2018 03/29/2018
Small Cap Value Fund Q1 2018 Q1 2018 04/30/2018 03/29/2018
Small Cap Diversified Value Fund Q1 2018 Q1 2018 04/30/2018 03/29/2018 Small Cap Diversified Overview
Global Value Fund Q1 2018 Q1 2018 04/30/2018 03/29/2018
International Value Fund 04/30/2018 03/29/2018
Value Opportunities Fund Q1 2018 Q1 2018 04/30/2018 03/29/2018 Opportunity Redefined
INCOME
Capital Income Fund Q1 2018 Q1 2018 04/30/2018 03/29/2018 Case for Capital Income
High Yield Fund Q1 2018 Q1 2018 04/30/2018 03/29/2018 Asset Class Returns
Case for High Yield
FIRM
All Funds Q1 2018 Performance
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