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Hotchkis & Wiley Mid-Cap Value A HWMAX

Analyst rating as of | See Hotchkis and Wiley Investment Hub
  • NAV / 1-Day Return 48.40  /  0.64 %
  • Total Assets 541.0 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 0.27%
  • Turnover 41%

Morningstar’s Analysis HWMAX

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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