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Hotchkis & Wiley Small Cap Value I HWSIX

Analyst rating as of
NAV / 1-Day Return
63.83  /  3.62 %
Total Assets
528.4 Mil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
25.17 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.69%
Turnover
34%
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Morningstar’s Analysis

Will HWSIX outperform in future?

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

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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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