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Hotchkis & Wiley High Yield I HWHIX

Analyst rating as of
NAV / 1-Day Return
11.55  /  0.10 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Fee Level
Average
Longest Manager Tenure
12.56 years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
250,000
Status
Open
TTM Yield
4.60%
Effective Duration
3.71 years
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Morningstar’s Analysis

Will HWHIX outperform in future?

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

Performing out of step with marketlike competitors is axiomatic given this offering's approach.

Strategist

Summary

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Recent years have not been kind to its midsize and smaller issuers, but Hotchkis & Wiley High Yield's experienced management and analyst resources help support Morningstar Analyst Ratings of Silver and Bronze for its cheaper share classes; its others are rated Neutral.

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