The Hotchkis & Wiley High Yield Fund leverages its research team to differentiate itself with fundamental analysis on issues of small- and mid-cap companies. The strategy carries Morningstar Analyst ratings of Silver and Bronze for its cheapest share classes; its other share classes are rated Neutral.
Morningstar’s Fund Analysis HWHCX
Will HWHCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HWHCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HWHCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HWHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.