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.
- NAV / 1-Day Return 31.27 / 1.43 %
- Total Assets 512.6 Mil
-
Adj. Expense Ratio
- 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.