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Hotchkis & Wiley Value Opps A HWAAX

Analyst rating as of
NAV / 1-Day Return
33.65  /  0.47 %
Total Assets
509.5 Mil
Adj. Expense Ratio
1.240%
Expense Ratio
1.240%
Fee Level
High
Longest Manager Tenure
19.62 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.99%
Turnover
76%

Morningstar’s Fund Analysis HWAAX

Will HWAAX outperform in future?

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

Performing as expected.

Associate Director

Summary

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Hotchkis & Wiley Value Opportunities’ skilled manager makes good use of the strategy’s leeway and should reward investors who are aware of its risks. Accordingly, the strategy’s open-end Z shares and separate account earn Morningstar Analyst Ratings of Silver, with the A and I shares at Bronze and the more expensive C share at Neutral.

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