Hotchkis & Wiley Mid 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 I and Z share classes receive Morningstar Analyst Ratings of Bronze, with the more-expensive A and C shares at Neutral.
- NAV / 1-Day Return 41.19 / 1.46 %
- Total Assets 532.8 Mil
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Adj. Expense Ratio
- Expense Ratio 1.970%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 41%
Morningstar’s Analysis HWMCX
Will HWMCX outperform in future?
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