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HWMAX Hotchkis & Wiley Mid-Cap Value A

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Fund HWMAX Hotchkis & Wiley Mid-Cap Value A JKI iShares Morningstar Mid-Cap Value RPMVX Reinhart Mid Cap PMV Adv  
Similarity
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100% 85% 86%
Annual Fees
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$134.05
(1.27% Exp. Ratio)
$31.67
(0.30% Exp. Ratio)
$117.17
(1.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.55% annual return
$34,499.57 $46,258.80 $36,216.87
Est. savings over 30 yrs +$11,759.23 +$1,717.30
Return
As of 12/31/16
1 YR RETURN 20.70%
3 YR 5.63%
5 YR 16.99%
10 YR 7.00%
1 YR RETURN 24.77%
3 YR 10.46%
5 YR 17.50%
10 YR 7.90%
1 YR RETURN 20.87%
3 YR 7.59%
5 YR --
10 YR --
Description
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of mid-capitalization companies. Hotchkis & Wiley Capital Management, LLC (the "Advisor") currently considers mid-cap companies to be those with market capitalizations like those found in the Russell Midcap® Index.
The investment seeks to track the investment results of the Morningstar® Mid Value IndexSM composed of mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks issued by mid-capitalization companies. The advisor considers a company to be a mid-cap company if it has a market capitalization, at the time of purchase, within the capitalization range of the Russell Midcap® Value Index as of the date it was last reconstituted. It may also invest in real estate investment trusts ("REITs").

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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