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Morningstar

Hotchkis & Wiley Mid-Cap Value A HWMAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
37.98  /  1.58 %
Total Assets
411.1 Mil
Adj. Expense Ratio
1.210%
Expense Ratio
1.210%
Fee Level
Above Average
Longest Manager Tenure
24.74 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.19%
Turnover
—

Morningstar’s Fund Analysis HWMAX

Will HWMAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HWMAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HWMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HWMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Rebounding as expected.

Associate Director

Summary

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Hotchkis & Wiley Mid 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 I and Z share classes receive Morningstar Analyst Ratings of Bronze, with the more-expensive A and C shares at Neutral.

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