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 Funds List
Share Class Type
1 to 25 of 31 Results
Name
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Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
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Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| HW Opportunities MP | HOMPX | Mid-Cap Value | 5.06% | 32 | — | Low | No Load | — | ||
| Hotchkis & Wiley Small Cap Value Z | HWSZX | Small Value | 2.50% | 17 | 0.870% | Below Average | Institutional | $1.0 Mil | ||
| Hotchkis & Wiley Intl Sm Cp Dvsfd Val I | HWTIX | Foreign Small/Mid Value | 4.47% | 48 | 0.990% | Below Average | Institutional | $250,000 | ||
| Hotchkis & Wiley Mid Cap Value Z | HWMZX | Mid-Cap Value | −0.09% | 93 | 0.880% | Above Average | Institutional | $1.0 Mil | ||
| Hotchkis & Wiley Value Opps Z | HWAZX | Large Value | 3.71% | 78 | 0.870% | Above Average | Institutional | $1.0 Mil | ||
| Hotchkis & Wiley High Yield I | HWHIX | High Yield Bond | 1.33% | 67 | 0.700% | Average | Institutional | $250,000 | ||
| Hotchkis & Wiley International Value I | HWNIX | Foreign Large Value | 5.85% | 29 | 0.950% | Above Average | Institutional | $250,000 | ||
| Hotchkis & Wiley Sm Cp Divers Val Z | HWVZX | Small Value | −2.80% | 84 | 0.770% | Low | Institutional | $1.0 Mil | ||
| Hotchkis & Wiley Small Cap Value A | HWSAX | Small Value | 2.66% | 32 | 1.210% | Below Average | Front Load | $2,500 | ||
| Hotchkis & Wiley Small Cap Value C | HWSCX | Small Value | 2.13% | 36 | 1.960% | Average | Level Load | $2,500 | ||
| Hotchkis & Wiley Small Cap Value I | HWSIX | Small Value | 2.74% | 31 | 0.970% | Average | Institutional | $250,000 | ||
| Hotchkis & Wiley Value Opps A | HWAAX | Large Value | 3.57% | 81 | 1.210% | High | Front Load | $2,500 | ||
| Hotchkis & Wiley Value Opps C | HWACX | Large Value | 2.80% | 84 | 1.920% | Above Average | Level Load | $2,500 | ||
| Hotchkis & Wiley Value Opps Instl | HWAIX | Large Value | 3.68% | 78 | 0.960% | High | Institutional | $250,000 | ||
| Hotchkis & Wiley Diversified Value A | HWCAX | Large Value | 5.44% | 52 | 1.050% | Average | Front Load | $2,500 | ||
| Hotchkis & Wiley Diversified Value C | HWCCX | Large Value | 4.66% | 59 | 1.800% | Above Average | Level Load | $2,500 | ||
| Hotchkis & Wiley Diversified Value I | HWCIX | Large Value | 5.51% | 50 | 0.800% | Above Average | Institutional | $250,000 | ||
| Hotchkis & Wiley Global Value A | HWGAX | Global Large-Stock Value | 5.47% | 36 | 1.200% | Average | Front Load | $2,500 | ||
| Hotchkis & Wiley Global Value I | HWGIX | Global Large-Stock Value | 4.87% | 30 | 0.950% | Above Average | Institutional | $250,000 | ||
| Hotchkis & Wiley High Yield A | HWHAX | High Yield Bond | 1.25% | 75 | 0.920% | Below Average | Front Load | $2,500 | ||
| Hotchkis & Wiley High Yield Z | HWHZX | High Yield Bond | 1.36% | 64 | 0.600% | Below Average | Institutional | $1.0 Mil | ||
| Hotchkis & Wiley Large Cap Value Z | HWLZX | Large Value | 5.36% | 53 | 0.870% | Above Average | Institutional | $1.0 Mil | ||
| Hotchkis & Wiley Mid-Cap Value A | HWMAX | Mid-Cap Value | −0.21% | 94 | 1.210% | Above Average | Front Load | $2,500 | ||
| Hotchkis & Wiley Mid-Cap Value C | HWMCX | Mid-Cap Value | −0.46% | 92 | 1.980% | Above Average | Level Load | $2,500 | ||
| Hotchkis & Wiley Mid-Cap Value I | HWMIX | Mid-Cap Value | −0.15% | 93 | 1.000% | Above Average | Institutional | $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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank