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Hotchkis & Wiley Small Cap Value A HWSAX

Analyst rating as of
NAV / 1-Day Return
73.85  /  0.50 %
Total Assets
553.3 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Fee Level
Average
Longest Manager Tenure
25.81 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.49%
Turnover
36%
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Morningstar’s Analysis

Will HWSAX outperform in future?

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

The tip of the value spear.

Senior Analyst

Summary

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Hotchkis & Wiley Small 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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