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Morningstar

Hotchkis & Wiley Large Cap Value C HWLCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 41.25  /  0.71 %
  • Total Assets 398.8 Mil
  • Adj. Expense Ratio
    1.910%
  • Expense Ratio 1.910%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.10%
  • Turnover 35%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 10:43 PM GMT+00:00

Morningstar’s Analysis HWLCX

Will HWLCX 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 HWLCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HWLCX 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 HWLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Rebounding as expected.

Associate Director

Summary

| by Christopher Franz

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.

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