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Hotchkis & Wiley Small Cap Value C HWSCX

Analyst rating as of
NAV / 1-Day Return
52.56  /  0.63 %
Total Assets
553.2 Mil
Adj. Expense Ratio
1.990%
Expense Ratio
1.990%
Fee Level
Average
Longest Manager Tenure
26.50 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
36%

Morningstar’s Analysis

Will HWSCX 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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