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Hotchkis & Wiley Large Cap Value C HWLCX

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%

Morningstar’s Analysis HWLCX

Will HWLCX outperform in future?

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

Rebounding as expected.

Associate Director

Summary

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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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