Skip to Content

Hotchkis & Wiley Mid-Cap Value I HWMIX

Analyst rating as of
NAV / 1-Day Return
42.21  /  0.86 %
Total Assets
448.1 Mil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
High
Longest Manager Tenure
24.49 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
250,000
Status
Open
TTM Yield
1.19%
Turnover
37%

Morningstar’s Analysis

Will HWMIX outperform in future?

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

Rebounding as expected.

Associate Director

Summary

| |

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.

Unlock our full analysis with Morningstar Investor