Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Hotchkis and Wiley Mutual Funds
View all of Hotchkis and Wiley’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Hotchkis and Wiley Mutual Funds List
1 to 25 of 27 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley Opportunities Fund Class Institutional | HWAIX | Mid-Cap Value | 19.26% | 46 | 0.950% | Above Average | Institutional | $250,000 | ||
| Hotchkis & Wiley Opportunities Fund Class A | HWAAX | Mid-Cap Value | 19.00% | 47 | 1.200% | Above Average | Front Load | $2,500 | ||
| Hotchkis & Wiley Small Cap Value Fund Class Z | HWSZX | Small Value | 23.40% | 13 | 0.900% | Average | Institutional | $1M | ||
| Hotchkis & Wiley Opportunities Fund Class Z | HWAZX | Mid-Cap Value | 19.34% | 45 | 0.860% | Above Average | Institutional | $1M | ||
| Hotchkis & Wiley International Value Fund Class I | HWNIX | Foreign Large Value | 20.51% | 7 | 0.720% | Below Average | Institutional | $250,000 | ||
| Hotchkis & Wiley Mid-Cap Value Fund Class Z | HWMZX | Mid-Cap Value | 25.59% | 11 | 0.870% | Above Average | Institutional | $1M | ||
| HW Opportunities MP Fund | HOMPX | Mid-Cap Value | 20.55% | 36 | 0.010% | Low | No Load | $0 | ||
| Hotchkis & Wiley International Small Cap Diversified Value Fund Class I | HWTIX | Foreign Small/Mid Value | 17.07% | 13 | 0.900% | Below Average | Institutional | $250,000 | ||
| Hotchkis & Wiley Opportunities Fund Class C | HWACX | Mid-Cap Value | 18.27% | 50 | 1.930% | Above Average | Level Load | $2,500 | ||
| Hotchkis & Wiley Small Cap Value Fund Class C | HWSCX | Small Value | 22.24% | 20 | 1.990% | Average | Level Load | $2,500 | ||
| Hotchkis & Wiley Global Value Fund Class I | HWGIX | Global Large-Stock Value | 19.95% | 16 | 0.720% | Below Average | Institutional | $250,000 | ||
| Hotchkis & Wiley Disciplined Value Fund Class Institutional | HWCIX | Large Value | 20.91% | 30 | 0.810% | Above Average | Institutional | $250,000 | ||
| Hotchkis & Wiley Small Cap Value Fund Class I | HWSIX | Small Value | 23.27% | 14 | 1.010% | Above Average | Institutional | $250,000 | ||
| Hotchkis & Wiley Large Cap Value Fundamental Fund Class A | HWLAX | Large Value | 18.87% | 43 | 1.190% | High | Front Load | $2,500 | ||
| Hotchkis & Wiley High Yield Fund Class Z | HWHZX | High Yield Bond | — | 0.89% | 61 | 0.600% | Below Average | Institutional | $1M | |
| Hotchkis & Wiley Small Cap Diversified Value Fund Class Z | HWVZX | Small Value | 24.38% | 9 | 0.760% | Low | Institutional | $1M | ||
| Hotchkis & Wiley Small Cap Value Fund Class A | HWSAX | Small Value | 23.04% | 15 | 1.230% | Average | Front Load | $2,500 | ||
| Hotchkis & Wiley Large Cap Value Fundamental Fund Class Z | HWLZX | Large Value | 19.21% | 41 | 0.860% | High | Institutional | $1M | ||
| Hotchkis & Wiley Small Cap Diversified Value Fund Class I | HWVIX | Small Value | 24.36% | 9 | 0.810% | Below Average | Institutional | $250,000 | ||
| Hotchkis & Wiley Small Cap Diversified Value Fund Class A | HWVAX | Small Value | 24.06% | 10 | 1.060% | Low | Front Load | $2,500 | ||
| Hotchkis & Wiley Disciplined Value Fund Class A | HWCAX | Large Value | 20.69% | 31 | 1.060% | Above Average | Front Load | $2,500 | ||
| Hotchkis & Wiley Large Cap Value Fundamental Fund Class I | HWLIX | Large Value | 19.10% | 41 | 0.970% | High | Institutional | $250,000 | ||
| Hotchkis & Wiley Global Value Fund Class A | HWGAX | Global Large-Stock Value | 19.76% | 18 | 0.970% | Low | Front Load | $2,500 | ||
| Hotchkis & Wiley Mid-Cap Value Fund Class I | HWMIX | Mid-Cap Value | 25.47% | 12 | 0.990% | High | Institutional | $250,000 | ||
| Hotchkis & Wiley High Yield Fund Class A | HWHAX | High Yield Bond | — | 0.54% | 76 | 0.940% | Below Average | Front Load | $2,500 |
Hotchkis and Wiley Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
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United States