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Hotchkis & Wiley Large Cap Value I HWLIX

Analyst rating as of
  • NAV / 1-Day Return 41.87  /  1.13 %
  • Total Assets 403.3 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.27%
  • Turnover 35%

Morningstar’s Analysis HWLIX

Will HWLIX outperform in future?

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

Rebounding as expected.

Associate Director



Hotchkis & Wiley Large Cap Value’s contrarian profile isn’t for the faint of heart but should reward investors who are aware of its risks. Accordingly, the strategy’s Z share classes receives a Morningstar Analyst Rating of Bronze, with the more expensive I, A, and C shares rated Neutral.

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