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.
Hotchkis & Wiley Value Opps Instl HWAIX
NAV / 1-Day Return
35.11
/
0.72
%
Total Assets
504.2 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.
0.970%
Expense Ratio
0.970%
Fee Level
Above Average
Longest Manager Tenure
18.17
years
Category
Allocation--85%+ Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
—Status
Open
TTM Yield
2.19%
Turnover
47%
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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.
Only for the brave.
