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Hotchkis & Wiley Small Cap Value I HWSIX

Analyst rating as of | See Hotchkis and Wiley Investment Hub
  • NAV / 1-Day Return 71.76  /  1.43 %
  • Total Assets 750.3 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.52%
  • Turnover 49%

Morningstar’s Analysis HWSIX

Will HWSIX 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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