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
12.21%330.950%HighInstitutional$250,000
Hotchkis & Wiley Opportunities Fund Class ZHWAZXMid-Cap Value
12.27%320.860%Above AverageInstitutional$1M
Hotchkis & Wiley Opportunities Fund Class AHWAAXMid-Cap Value
11.99%361.200%Above AverageFront Load$2,500
Hotchkis & Wiley Small Cap Value Fund Class ZHWSZXSmall Value
19.57%100.900%Below AverageInstitutional$1M
Hotchkis & Wiley Small Cap Value Fund Class IHWSIXSmall Value
19.46%101.010%Above AverageInstitutional$250,000
Hotchkis & Wiley International Value Fund Class IHWNIXForeign Large Value
14.95%330.720%Below AverageInstitutional$250,000
Hotchkis & Wiley Mid-Cap Value Fund Class ZHWMZXMid-Cap Value
17.81%100.870%Above AverageInstitutional$1M
HW Opportunities MP FundHOMPXMid-Cap Value
14.82%170.010%LowNo Load$0
Hotchkis & Wiley International Small Cap Diversified Value Fund Class IHWTIXForeign Small/Mid Value
16.98%220.900%Below AverageInstitutional$250,000
Hotchkis & Wiley Opportunities Fund Class CHWACXMid-Cap Value
11.40%421.930%Above AverageLevel Load$2,500
Hotchkis & Wiley Global Value Fund Class IHWGIXGlobal Large-Stock Value
10.12%570.720%LowInstitutional$250,000
Hotchkis & Wiley Small Cap Value Fund Class CHWSCXSmall Value
18.59%161.990%AverageLevel Load$2,500
Hotchkis & Wiley High Yield Fund Class ZHWHZXHigh Yield Bond—0.15%530.600%Below AverageInstitutional$1M
Hotchkis & Wiley Disciplined Value Fund Class InstitutionalHWCIXLarge Value
10.92%570.810%Above AverageInstitutional$250,000
Hotchkis & Wiley Large Cap Value Fundamental Fund Class AHWLAXLarge Value
9.57%671.190%HighFront Load$2,500
Hotchkis & Wiley Small Cap Value Fund Class AHWSAXSmall Value
19.28%121.230%Below AverageFront Load$2,500
Hotchkis & Wiley Small Cap Diversified Value Fund Class ZHWVZXSmall Value
15.54%330.760%Below AverageInstitutional$1M
Hotchkis & Wiley Small Cap Diversified Value Fund Class IHWVIXSmall Value
15.53%330.810%Below AverageInstitutional$250,000
Hotchkis & Wiley Large Cap Value Fundamental Fund Class ZHWLZXLarge Value
9.84%640.860%HighInstitutional$1M
Hotchkis & Wiley Small Cap Diversified Value Fund Class AHWVAXSmall Value
15.24%371.060%LowFront Load$2,500
Hotchkis & Wiley High Yield Fund Class IHWHIXHigh Yield Bond—0.08%560.700%AverageInstitutional$250,000
Hotchkis & Wiley Global Value Fund Class AHWGAXGlobal Large-Stock Value
9.98%600.970%LowFront Load$2,500
Hotchkis & Wiley Disciplined Value Fund Class AHWCAXLarge Value
10.69%581.060%Above AverageFront Load$2,500
Hotchkis & Wiley Large Cap Value Fundamental Fund Class IHWLIXLarge Value
9.76%650.970%HighInstitutional$250,000
Hotchkis & Wiley Mid-Cap Value Fund Class IHWMIXMid-Cap Value
17.71%100.990%HighInstitutional$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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