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Hotchkis & Wiley Diversified Value I HWCIX

Quantitative rating as of
  • NAV / 1-Day Return 26.36  /  0.73 %
  • Total Assets 84.8 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.12%
  • Turnover 28%

Morningstar’s Analysis HWCIX

Will HWCIX outperform in future?

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

Summary

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Hotchkis & Wiley Diversified Value I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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