Skip to Content

Hotchkis & Wiley Small Cap Value A HWSAX

Analyst rating as of
NAV / 1-Day Return
61.97  /  2.21 %
Total Assets
526.0 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Fee Level
Average
Longest Manager Tenure
25.16 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.62%
Turnover
34%
Premium

Morningstar’s Analysis

Will HWSAX 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

| |

Hotchkis & Wiley Small 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 I and Z shares and to Neutral for the A and C shares.

Unlock our full analysis with Morningstar Premium