Advertisement
Skip to Content

Hotchkis & Wiley Value Opps Instl HWAIX

Analyst rating as of | See Hotchkis and Wiley Investment Hub
  • NAV / 1-Day Return 34.95  /  0.51 %
  • Total Assets 525.7 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.23%
  • Turnover 75%

Morningstar’s Analysis HWAIX

Will HWAIX 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