Morningstar

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 InstitutionalHWAIXMid-Cap Value
18.86%270.950%Above AverageInstitutional$250,000
Hotchkis & Wiley Opportunities Fund Class AHWAAXMid-Cap Value
18.62%291.200%Above AverageFront Load$2,500
Hotchkis & Wiley Small Cap Value Fund Class ZHWSZXSmall Value
24.41%50.900%AverageInstitutional$1M
Hotchkis & Wiley Opportunities Fund Class ZHWAZXMid-Cap Value
18.93%250.860%Above AverageInstitutional$1M
Hotchkis & Wiley International Value Fund Class IHWNIXForeign Large Value
17.96%200.720%Below AverageInstitutional$250,000
HW Opportunities MP FundHOMPXMid-Cap Value
18.84%280.010%LowNo Load$0
Hotchkis & Wiley Opportunities Fund Class CHWACXMid-Cap Value
17.94%331.930%Above AverageLevel Load$2,500
Hotchkis & Wiley Global Value Fund Class IHWGIXGlobal Large-Stock Value
16.02%340.720%Below AverageInstitutional$250,000
Hotchkis & Wiley High Yield Fund Class ZHWHZXHigh Yield Bond—0.45%450.600%Below AverageInstitutional$1M
Hotchkis & Wiley Disciplined Value Fund Class InstitutionalHWCIXLarge Value
18.02%370.810%Above AverageInstitutional$250,000
Hotchkis & Wiley Small Cap Value Fund Class IHWSIXSmall Value
24.30%61.010%Above AverageInstitutional$250,000
Hotchkis & Wiley Small Cap Diversified Value Fund Class ZHWVZXSmall Value
19.84%220.760%LowInstitutional$1M
Hotchkis & Wiley Small Cap Value Fund Class AHWSAXSmall Value
24.09%61.230%AverageFront Load$2,500
Hotchkis & Wiley Small Cap Diversified Value Fund Class IHWVIXSmall Value
19.82%220.810%Below AverageInstitutional$250,000
Hotchkis & Wiley Mid-Cap Value Fund Class ZHWMZXMid-Cap Value
24.29%80.870%Above AverageInstitutional$1M
Hotchkis & Wiley Disciplined Value Fund Class AHWCAXLarge Value
17.78%391.060%Above AverageFront Load$2,500
Hotchkis & Wiley International Small Cap Diversified Value Fund Class IHWTIXForeign Small/Mid Value
17.16%190.900%Below AverageInstitutional$250,000
Hotchkis & Wiley Small Cap Diversified Value Fund Class AHWVAXSmall Value
19.57%241.060%LowFront Load$2,500
Hotchkis & Wiley Global Value Fund Class AHWGAXGlobal Large-Stock Value
15.85%370.970%LowFront Load$2,500
Hotchkis & Wiley Small Cap Value Fund Class CHWSCXSmall Value
23.32%71.990%AverageLevel Load$2,500
Hotchkis & Wiley Mid-Cap Value Fund Class IHWMIXMid-Cap Value
24.17%90.990%HighInstitutional$250,000
Hotchkis & Wiley Large Cap Value Fundamental Fund Class AHWLAXLarge Value
16.32%511.190%HighFront Load$2,500
Hotchkis & Wiley Large Cap Value Fundamental Fund Class ZHWLZXLarge Value
16.63%480.860%HighInstitutional$1M
Hotchkis & Wiley High Yield Fund Class AHWHAXHigh Yield Bond—0.11%590.940%Below AverageFront Load$2,500
Hotchkis & Wiley High Yield Fund Class IHWHIXHigh Yield Bond—0.27%530.700%AverageInstitutional$250,000

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

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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