Hotchkis & Wiley Large Cap Value’s aggressive portfolio carries a lot of risk, but its seasoned investment team has capably steered it over the long run. The strategy’s cheapest Z share class receives a Morningstar Analyst Ratings of Bronze, while its pricier shares are rated Neutral.
- NAV / 1-Day Return 41.64 / 0.51 %
- Total Assets 365.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.200%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.95%
- Turnover 26%
Morningstar’s Analysis HWLAX
Will HWLAX 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 60
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 33.8