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Hotchkis & Wiley Sm Cp Divers Val I HWVIX

Quantitative rating as of
NAV / 1-Day Return
11.91  /  0.25 %
Total Assets
606.0 Mil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
250,000
Status
Open
TTM Yield
1.01%
Turnover
38%

Morningstar’s Analysis HWVIX

Will HWVIX outperform in future?

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

Summary

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Hotchkis & Wiley Sm Cp Divers Val I’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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