Hotchkis & Wiley High Yield’s veteran portfolio managers and large fundamental research team drive this differentiated approach that focuses on debt of small- and mid-cap companies. The fund earns Morningstar Analyst Ratings of Silver and Bronze for its cheapest share classes and Neutral for its more expensive.
- NAV / 1-Day Return 10.14 / 0.02 %
- Total Assets 926.1 Mil
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Adj. Expense Ratio
- Expense Ratio 0.920%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category High Yield Bond
- Credit Quality / Interest Rate Sensitivity Low / Limited
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 5.60%
- Effective Duration 3.73 years
Morningstar’s Analysis HWHAX
Will HWHAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 2
- Bond Holdings 207
- Other Holdings 9
- % Assets in Top 10 Holdings 8.8