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Hotchkis & Wiley Small Cap Value I HWSIX

Analyst rating as of
NAV / 1-Day Return
73.27  /  0.29 %
Total Assets
545.3 Mil
Adj. Expense Ratio
1.070%
Expense Ratio
1.070%
Fee Level
Above Average
Longest Manager Tenure
25.80 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.61%
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.

The tip of the value spear.

Senior Analyst

Summary

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Hotchkis & Wiley Small Cap Value has performed as expected during a furious value rally. The fund maintains a Morningstar Analyst Rating of Bronze across its cheapest I and Z shares, while the more-expensive A and C shares are rated Neutral.

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