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Hotchkis & Wiley Small Cap Value I HWSIX

Analyst rating as of
NAV / 1-Day Return
75.58  /  1.65 %
Total Assets
613.0 Mil
Adj. Expense Ratio
1.070%
Expense Ratio
1.070%
Fee Level
Above Average
Longest Manager Tenure
26.40 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.35%
Turnover
36%
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Morningstar’s Analysis

Will HWSIX outperform in future?

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

Performing as expected.

Associate Director

Summary

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Hotchkis & Wiley Small 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 rated Neutral.

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