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Hotchkis & Wiley High Yield I HWHIX

Analyst rating as of
NAV / 1-Day Return
9.93  /  0.05 %
Total Assets
769.2 Mil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Fee Level
Average
Longest Manager Tenure
13.66 years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
250,000
Status
Open
TTM Yield
5.45%
Effective Duration
4.02 years

Morningstar’s Fund Analysis HWHIX

Will HWHIX outperform in future?

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

This high yield strategy offers a different take on credit investing.

Senior Analyst

Summary

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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.

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