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Morningstar

Hotchkis & Wiley Mid-Cap Value I HWMIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 49.37  /  1.84 %
  • Total Assets 532.8 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.49%
  • Turnover 41%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis HWMIX

Will HWMIX 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 HWMIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HWMIX 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 HWMIX’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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