Hotchkis & Wiley SMID Cap Diversified Value Fund HWSM

Medalist Rating as of | See Hotchkis and Wiley Investment Hub

Morningstar’s Analysis HWSM

Will HWSM outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hotchkis & Wiley SMID Cap Divers Val Fd holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HWSM

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GE HealthCare Technologies Inc Common Stock

2.2064,199
Healthcare

Workday Inc Class A

1.9356,112
Technology

PPG Industries Inc

1.7049,623
Basic Materials

Dominion Energy Inc

1.5344,629
Utilities

APA Corp

1.4241,298
Energy

First American Government Obligs X

1.2736,967
Cash and Equivalents

American International Group Inc

1.2436,232
Financial Services

F5 Inc

1.2436,224
Technology

Host Hotels & Resorts Inc

1.1132,232
Real Estate

Arch Capital Group Ltd

1.0831,355
Financial Services

Sponsor Center