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.
- NAV / 1-Day Return 42.46 / 0.82 %
- Total Assets 404.1 Mil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis HWLIX
Will HWLIX outperform in future?
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