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Hotchkis & Wiley Mid-Cap Value A HWMAX

Analyst rating as of
NAV / 1-Day Return
42.26  /  0.96 %
Total Assets
456.6 Mil
Adj. Expense Ratio
1.220%
Expense Ratio
1.220%
Fee Level
Average
Longest Manager Tenure
23.36 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.75%
Turnover
27%
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Morningstar’s Analysis

Will HWMAX outperform in future?

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Senior Analyst

Summary

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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.

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