Hotchkis & Wiley Mid-Cap Value Fund ETF Class HWMV

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Morningstar’s Analysis HWMV

Will HWMV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

A contrarian value play. Hotchkis & Wiley Mid-Cap Value is guided by a diligent team willing to pursue an against-consensus approach.

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Portfolio Holdings HWMV

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American International Group Inc

4.2719M
Financial Services

Fiserv Inc

3.9517M
Technology

Workday Inc Class A

3.5516M
Technology

APA Corp

3.4115M
Energy

Kosmos Energy Ltd

3.1314M
Energy

Centene Corp

2.6312M
Healthcare

OTHER ASSETS AND LIABILITIES

2.6212M
—

First American Government Obligs X

2.6112M
Cash and Equivalents

Crescent Energy Co Class A

2.6111M
Energy

WPP PLC ADR

2.5011M
Communication Services

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