Hotchkis & Wiley Large Cap Value’s contrarian profile isn’t for the faint of heart but should reward investors who are aware of its risks. Accordingly, the strategy’s Z share classes receives a Morningstar Analyst Rating of Bronze, with the more expensive I, A, and C shares rated Neutral.
Hotchkis & Wiley Large Cap Value A HWLAX
NAV / 1-Day Return
—
/
—
Total Assets
440.0 Mil
Adj. Expense Ratio
1.180%
Expense Ratio
1.180%
Fee Level
Above Average
Longest Manager Tenure
33.62
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
0.76%
Turnover
25%
Morningstar’s Fund Analysis HWLAX
Will HWLAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HWLAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HWLAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of HWLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Rebounding as expected.
