Hotchkis & Wiley Mid-Cap Value's strengths have also been the source of its greatest weaknesses. The fund's Morningstar Analyst Rating is cut to Bronze for the Z shares and Neutral for the A and C shares, while the I shares remain Bronze.
Hotchkis & Wiley Mid-Cap Value C HWMCX
NAV / 1-Day Return
32.44
/
1.76
%
Total Assets
397.9 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.960%
Expense Ratio
1.960%
Fee Level
Average
Longest Manager Tenure
23.16
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
1.68%
Turnover
27%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will HWMCX 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 HWMCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HWMCX 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 HWMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Concerns over process lead to downgrade.
