Advertisement
Skip to Content

Hotchkis & Wiley Value Opps C HWACX

Analyst rating as of
  • NAV / 1-Day Return 31.27  /  1.43 %
  • Total Assets 512.6 Mil
  • Adj. Expense Ratio
    1.910%
  • Expense Ratio 1.910%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 75%

Morningstar’s Analysis HWACX

Will HWACX outperform in future?

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

Performing as expected.

Associate Director

Summary

|

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.

Unlock our full analysis with Morningstar Investor