Advertisement
Skip to Content
Morningstar

Hotchkis & Wiley Large Cap Value I HWLIX

Morningstar Analyst Rating
Analyst rating as of | See Hotchkis and Wiley Investment Hub
  • NAV / 1-Day Return 42.46  /  0.82 %
  • Total Assets 404.1 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.17%
  • Turnover 35%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis HWLIX

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

People Pillar

The People Pillar is our evaluation of the HWLIX 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 HWLIX’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.

Unlock our full analysis with Morningstar Investor