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Hotchkis & Wiley Value Opps Instl HWAIX

Analyst rating as of
NAV / 1-Day Return
35.11  /  0.72 %
Total Assets
504.2 Mil
Adj. Expense Ratio
0.970%
Expense Ratio
0.970%
Fee Level
Above Average
Longest Manager Tenure
18.17 years
Category
Allocation--85%+ Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.19%
Turnover
47%
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Morningstar’s Analysis

Will HWAIX outperform in future?

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

Only for the brave.

Senior Analyst

Summary

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Hotchkis & Wiley Value Opportunities' recent results revealed its shortcomings, but it remains an intriguing satellite option. The fund's institutional, A, and Z share classes earn a Morningstar Analyst Rating of Bronze and the C shares are rated Neutral.

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