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Hotchkis & Wiley Value Opps Instl HWAIX

Analyst rating as of
NAV / 1-Day Return
40.75  /  0.32 %
Total Assets
591.5 Mil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Average
Longest Manager Tenure
18.82 years
Category
Allocation--85%+ Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.96%
Turnover
76%
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Morningstar’s Analysis

Will HWAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Being rewarded for its aggressive patience.

Senior Analyst

Summary

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Hotchkis & Wiley Value Opportunities has performed as expected during a furious value rally. The open-end Z shares and separate account earn a Morningstar Analyst Rating of Silver, while the A and I shares are rated Bronze and the more expensive C shares are rated Neutral.

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