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Hotchkis & Wiley High Yield A HWHAX

Analyst rating as of
  • NAV / 1-Day Return 10.09  /  0.04 %
  • Total Assets 785.9 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • 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 5.26%
  • Effective Duration 3.88 years

Morningstar’s Analysis HWHAX

Will HWHAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This strategy’s focus on smaller-cap high yield issuers helps it stand out.

Senior Analyst

Summary

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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.

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