Exchange Hours | Website |
---|---|
9:30 - 15:59 ET | www.hwcm.com |
Fund | Symbol | Initial Investment Minimum1 |
Advisor Initial Minimum1 |
Investment Type |
Load Type |
Share Class |
Transaction Fee |
---|---|---|---|---|---|---|---|
HOTCHKIS & WILEY MID-CAP VALUE FUND C | HWMCX | USD 2,500 | USD 2,500 | N/A | Level Load | CLASS C | No |
HOTCHKIS & WILEY MID-CAP VALUE FUND A | HWMAX | USD 2,500 | USD 2,500 | N/A | Front-End Load | CLASS A | No |
HOTCHKIS & WILEY LARGE CAP VALUE FUND C | HWLCX | USD 2,500 | USD 2,500 | N/A | Level Load | CLASS C | No |
HOTCHKIS AND WILEY VALUE OPPORTUNITIES C | HWACX | USD 2,500 | USD 2,500 | N/A | Level Load | CLASS C | No |
HOTCHKIS & WILEY SMALL CAP VALUE FUND C | HWSCX | USD 2,500 | USD 2,500 | N/A | Level Load | CLASS C | No |
HOTCHKIS & WILEY SMALL CAP VALUE FUND I | HWSIX | USD 1,000,000 | USD 100,000,000,000,000 | N/A | No Load | CLASS I | Yes |
HOTCHKIS & WILEY LARGE CAP VALUE FUND I | HWLIX | USD 1,000,000 | USD 100,000,000,000,000 | N/A | No Load | CLASS I | Yes |
HOTCHKIS & WILEY MID-CAP VALUE FUND I | HWMIX | USD 1,000,000 | USD 100,000,000,000,000 | N/A | No Load | CLASS I | Yes |
HOTCHKIS AND WILEY DIVERSIFIED VALUE I | HWCIX | USD 1,000,000 | USD 100,000,000,000,000 | N/A | No Load | CLASS I | Yes |
HOTCHKIS AND WILEY HIGH YIELD FUND I | HWHIX | USD 250,000 | USD 100,000,000,000,000 | Bond | No Load | CLASS I | Yes |
HOTCHKIS AND WILEY VALUE OPPORTUNITIES I | HWAIX | USD 1,000,000 | USD 100,000,000,000,000 | N/A | No Load | CLASS I | Yes |
HOTCHKIS & WILEY SMALL CAP VALUE FUND A | HWSAX | USD 2,500 | USD 2,500 | N/A | Front-End Load | CLASS A | No |
HOTCHKIS AND WILEY VALUE OPPORTUNITIES A | HWAAX | USD 2,500 | USD 2,500 | N/A | Front-End Load | CLASS A | No |
HOTCHKIS & WILEY LARGE CAP VALUE FUND A | HWLAX | USD 2,500 | USD 2,500 | N/A | Front-End Load | CLASS A | No |
HOTCHKIS AND WILEY DIVERSIFIED VALUE A | HWCAX | USD 2,500 | USD 2,500 | N/A | Front-End Load | CLASS A | No |
HOTCHKIS AND WILEY HIGH YIELD FUND A | HWHAX | USD 2,500 | USD 2,500 | Bond | Front-End Load | CLASS A | No |
HOTCHKIS AND WILEY DIVERSIFIED VALUE C | HWCCX | USD 2,500 | USD 2,500 | N/A | Level Load | CLASS C | No |
Notes:
Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.
Know Your Advisor: View the CIRO AdvisorReport