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Hotchkis & Wiley Mid-Cap Value I HWMIX

Analyst rating as of
NAV / 1-Day Return
47.64  /  1.51 %
Total Assets
487.4 Mil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
High
Longest Manager Tenure
24.05 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
250,000
Status
Open
TTM Yield
1.72%
Turnover
37%
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Morningstar’s Analysis

Will HWMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The tip of the deep-value spear.

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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