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Hotchkis & Wiley Large Cap Value I HWLIX

Analyst rating as of
NAV / 1-Day Return
45.81  /  0.97 %
Total Assets
534.1 Mil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Fee Level
High
Longest Manager Tenure
33.06 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.86%
Turnover
25%
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Morningstar’s Analysis

Will HWLIX outperform in future?

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

The tip of the value spear.

Senior Analyst

Summary

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Hotchkis & Wiley Large Cap Value has performed as expected during a furious value rally. The fund maintains a Morningstar Analyst Rating of Bronze across its cheapest Z shares, while the more expensive I, A, and C shares are rated Neutral.

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