Hotchkis & Wiley Mid-Cap Value has performed as expected during a furious value rally. The fund maintains a Morningstar Analyst Rating of Bronze across its cheapest I and Z shares, while the more-expensive A and C shares are rated Neutral.
Will HWMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HWMAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HWMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HWMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.