Hotchkis & Wiley Value Opportunities has performed as expected during a furious value rally. The open-end Z shares and separate account earn a Morningstar Analyst Rating of Silver, while the A and I shares are rated Bronze and the more expensive C shares are rated Neutral.
Hotchkis & Wiley Value Opps Instl HWAIX
NAV / 1-Day Return
34.47
/
2.24
%
Total Assets
553.5 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.940%
Expense Ratio
0.940%
Fee Level
High
Longest Manager Tenure
19.06
years
Category
Large Value
Investment Style
Mid ValueMin. Initial Investment
250,000
Status
Open
TTM Yield
1.15%
Turnover
76%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will HWAIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HWAIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HWAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of HWAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Being rewarded for its aggressive patience.
