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Morningstar

Hotchkis & Wiley Value Opps Instl HWAIX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis HWAIX

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.

Performing as expected.

Associate Director

Summary

| by Christopher Franz

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.

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