Hotchkis & Wiley Mid-Cap Value’s aggressive portfolio carries a lot of risk, but its seasoned investment team has capably steered it over the long run. The strategy’s cheapest share classes receive Morningstar Analyst Ratings of Bronze, while its pricier ones get Neutral.
- NAV / 1-Day Return 45.49 / 2.16 %
- Total Assets 434.1 Mil
-
Adj. Expense Ratio
1.010%
- Expense Ratio 1.010%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.52%
- Turnover 41%
Morningstar’s Analysis HWMIX
Will HWMIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 63
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 37.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector