Hotchkis & Wiley Global Value ETF Class holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Hotchkis & Wiley Global Value Fund ETF Class HWGV
Morningstar’s Analysis HWGV
Will HWGV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Workday Inc Class A | 5.25 | 2M | Technology |
American International Group Inc | 3.49 | 1M | Financial Services |
Elevance Health Inc | 3.25 | 1M | Healthcare |
GE HealthCare Technologies Inc Common Stock | 3.24 | 1M | Healthcare |
The Cigna Group | 2.81 | 1M | Healthcare |
Akzo Nobel NV | 2.58 | 1M | Basic Materials |
Fiserv Inc | 2.52 | 1M | Technology |
Shell PLC ADR (Representing - Ordinary Shares) | 2.47 | 1M | Energy |
Medtronic PLC | 2.36 | 1M | Healthcare |
Heineken Holding NV | 2.29 | 973,151 | Consumer Defensive |