Hotchkis & Wiley Value Opportunities’ managers make good use of the strategy’s investment resources and versatile approach. The open-end Z shares and separate account earn Morningstar Analyst Ratings of Silver; the A and I shares earn Bronze; and the more expensive C shares are rated Neutral.
- NAV / 1-Day Return 35.41 / 0.37 %
- Total Assets 548.7 Mil
-
Adj. Expense Ratio
1.210%
- Expense Ratio 1.210%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Value
- Investment Style Mid Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.10%
- Turnover 88%
Morningstar’s Analysis HWAAX
Will HWAAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 50
- Bond Holdings 2
- Other Holdings 10
- % Assets in Top 10 Holdings 45.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector