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Morningstar

Hotchkis & Wiley Mid-Cap Value A HWMAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 47.67  /  1.45 %
  • Total Assets 540.8 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.29%
  • Turnover 41%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 10:52 PM GMT+00:00

Morningstar’s 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

| by Christopher Franz

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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