Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small to mid capitalization companies the fund"s advisor believes to be undervalued. The equity securities in which the fund may invest include common and preferred stocks. The fund may invest in foreign (non-U.S.) securities.
Research context
Hotchkis & Wiley SMID Cap Diversified Value Fund appears in PyInvesting’s ETF catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
- Currency
- USD
These are the latest stored catalogue classifications, not a historical classification snapshot. An issuer description, classification effective date or currency may be unavailable. Check the issuer’s own disclosures and the observation dates before using these fields for research.
Review backtest assumptions and evidence before treating a chart or stored history as a research result.
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