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Morningstar

Hotchkis & Wiley Small Cap Value I HWSIX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis HWSIX

Will HWSIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HWSIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HWSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HWSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Performing as expected.

Associate Director

Summary

| by Christopher Franz

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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