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 34.95 / 0.51 %
- Total Assets 525.7 Mil
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Adj. Expense Ratio
- 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?
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