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Hotchkis & Wiley Mid-Cap Value A HWMAX

Analyst rating as of
NAV / 1-Day Return
41.12  /  3.26 %
Total Assets
448.1 Mil
Adj. Expense Ratio
1.230%
Expense Ratio
1.230%
Fee Level
Above Average
Longest Manager Tenure
24.48 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.09%
Turnover
37%

Morningstar’s Analysis

Will HWMAX outperform in future?

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

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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