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Hotchkis & Wiley Mid-Cap Value I HWMIX

Analyst rating as of
NAV / 1-Day Return
38.13  /  1.78 %
Total Assets
397.9 Mil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
High
Longest Manager Tenure
23.16 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
250,000
Status
Open
TTM Yield
1.90%
Turnover
27%
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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.

Concerns over process lead to downgrade.

Senior Analyst

Summary

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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.

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