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Hotchkis & Wiley Small Cap Value A HWSAX

Analyst rating as of
NAV / 1-Day Return
78.69  /  0.23 %
Total Assets
709.8 Mil
Adj. Expense Ratio
1.210%
Expense Ratio
1.210%
Fee Level
Below Average
Longest Manager Tenure
26.93 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.20%
Turnover
49%

Morningstar’s Fund Analysis HWSAX

Will HWSAX outperform in future?

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

Performing as expected.

Associate Director

Summary

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Hotchkis & Wiley Small 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 rated Neutral.

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