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Mutual Fund Insights: Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX)

In-depth Analysis of Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX)

Mutual fund chart: Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX)

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See Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) performance details as of February 28, 2010

Last Trade: $19.22 on 3/19/2010, Change: -0.25 (-1.28%)

Experiment our closing price forecasting tool for Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) (alpha release)

Fund Manager - George H. Davis

Fund Manager Tenure: 3.1 years [Similar Funds: HWMAX HWMIX HWMRX ]
Fundmojo Fund Grade: B (Score: 0.6) (What does this score mean?)

George H. Davis is a principal and portfolio manager and chief executive officer of Hotchkis and Wiley Capital Management LLC. George H. Davis joined the firm in 1988 as a portfolio manager and analyst. Get more insights on George H. Davis

What we like about Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX)

Data for Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) as of February 28, 2010

Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) management has been with Hotchkis and Wiley Mid-Cap Value C Fund for 3.1 years
Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) has good mid-term performance (3-year return -8.98% vs -5.73 % Mid-Cap Value category average)
Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) has an annual stock turnover rate of 85.00% vs Mid-Cap Value average of 102.04%. It is good that Hotchkis and Wiley Mid-Cap Value C management does not trade extensively for its return.

What we are cautious about Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX)

Data for Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) as of February 28, 2010

Hotchkis and Wiley Mid-Cap Value C Fund is a focused fund with 31.95% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) has a less-than-ideal short-term performance (1-year return 110.85% vs 68.94 % Mid-Cap Value category average)
Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) has a less-than-ideal Long-term performance (5-year return -0.43% vs 1.84 % Mid-Cap Value category average)
Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) ratio of up-years vs down years can be improved
Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) has a Morningstar rating of 3 and below
Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) is less safe compared to its Mid-Cap Value peers
Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) does not have a good risk adjusted return as its 3-year Alpha of 1.51 is worse than category average of 1.79, and its 3-year Sharpe ratio is -0.21
Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) is more volatile than its peers as it has a 3-year Standard Deviation of 30.92 that is higher than category average of 24.37
Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) has a higher management fee of 1.66% than its Mid-Cap Value average of 1.37%
Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) carries a 1% load

See Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) performance details as of February 28, 2010

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Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) Net Asset

Track net asset change of Hotchkis and Wiley Mid-Cap Value C fund (HWMCX)

Date	Net Asset
02/2010	$1.34B
01/2010	$31.76M
11/2009	$31.68M

More historic net asset information on Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX)

Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) Portfolio Allocation

Track portfolio allocation change of Hotchkis and Wiley Mid-Cap Value C fund (HWMCX)

Date	Cash	Stock	Bond	Other
01/2010	1.9%	98.09%	0%	0%
10/2009	3.21%	96.79%	0%	0%
09/2009	2.35%	97.64%	0%	0%

Click here to see more historic asset allocation information on Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX)

Most Recent Top 10 Holdings in Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX)

Discover what Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX) manager is buying

31-Jan-10

CA Inc. [4.58%]
Valassis Communications, Inc. C [4.23%]
KeyCorp Common Stock [3.22%]
Safeway Inc. Common Stock [3.19%]
Tyco Electronics Ltd. New Switz [3.1%]
Con-Way, Inc. Common Stock [2.95%]
Rent-A-Center Inc. [2.87%]
Fifth Third Bancorp [2.76%]
Genworth Financial Inc Common S [2.54%]
Manpower Inc Common Stock [2.51%]

31-Oct-09

CA Inc. [4.99%]
SAFEWAY STORES INC [3.51%]
VALASSIS COMMUN INC [3.43%]
KING PHARMACEUTICALS [3.06%]
TYCO ELECTRONICS [2.93%]
Fifth Third Bancorp [2.92%]
KEYCORP [2.86%]
LORILLARD, INC [2.61%]
MI DEV INC CL A [2.4%]
C N A FINANCIAL CP [2.28%]

30-Sep-09

CA Inc. [4.73%]
VALASSIS COMMUN INC [3.3%]
KEYCORP [3.23%]
SAFEWAY STORES INC [3.1%]
Fifth Third Bancorp [3.1%]
COMERICA INC [3.09%]
EMBRAER EMPRESA BR [3.07%]
KING PHARMACEUTICALS [3.05%]
LIMITED BRANDS INC [2.97%]
TYCO ELECTRONICS [2.85%]

Click here for Stock Holding Change Map in Hotchkis and Wiley Mid-Cap Value C Fund (HWMCX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.