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Hotchkis & Wiley Small Cap Value C HWSCX

Analyst rating as of
NAV / 1-Day Return
50.07  /  1.44 %
Total Assets
519.2 Mil
Adj. Expense Ratio
1.950%
Expense Ratio
1.950%
Fee Level
Below Average
Longest Manager Tenure
25.18 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.16%
Turnover
34%
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Morningstar’s Analysis

Will HWSCX 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 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.

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