Hotchkis and Wiley Mutual Funds
Hotchkis and Wiley Funds List
1 to 25 of 27 Results
Name
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Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
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Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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HW Opportunities MP | HOMPX | Mid-Cap Value | 7.49% | 93 | 0.000% | Low | No Load | $0 | ||
Hotchkis & Wiley Intl Sm Cp Dvsfd Val I | HWTIX | Foreign Small/Mid Value | 10.38% | 55 | 0.990% | Below Average | Institutional | $250,000 | ||
Hotchkis & Wiley High Yield I | HWHIX | High Yield Bond | — | 6.81% | 60 | 0.700% | Average | Institutional | $250,000 | |
Hotchkis & Wiley High Yield Z | HWHZX | High Yield Bond | — | 6.90% | 56 | 0.600% | Below Average | Institutional | $1.0 Mil | |
Hotchkis & Wiley International Value I | HWNIX | Foreign Large Value | 11.21% | 55 | 0.950% | Above Average | Institutional | $250,000 | ||
Hotchkis & Wiley Sm Cp Divers Val A | HWVAX | Small Value | 2.98% | 89 | 1.050% | Low | Front Load | $2,500 | ||
Hotchkis & Wiley Sm Cp Divers Val I | HWVIX | Small Value | 3.20% | 88 | 0.800% | Low | Institutional | $250,000 | ||
Hotchkis & Wiley Sm Cp Divers Val Z | HWVZX | Small Value | 3.20% | 88 | 0.760% | Low | Institutional | $1.0 Mil | ||
Hotchkis & Wiley Small Cap Value A | HWSAX | Small Value | 5.46% | 74 | 1.200% | Below Average | Front Load | $2,500 | ||
Hotchkis & Wiley Small Cap Value C | HWSCX | Small Value | 4.84% | 77 | 1.950% | Below Average | Level Load | $2,500 | ||
Hotchkis & Wiley Small Cap Value I | HWSIX | Small Value | 5.63% | 73 | 0.970% | Average | Institutional | $250,000 | ||
Hotchkis & Wiley Small Cap Value Z | HWSZX | Small Value | 5.71% | 72 | 0.860% | Below Average | Institutional | $1.0 Mil | ||
Hotchkis & Wiley Value Opps A | HWAAX | Large Value | 11.34% | 91 | 1.180% | Above Average | Front Load | $2,500 | ||
Hotchkis & Wiley Value Opps Instl | HWAIX | Large Value | 11.55% | 90 | 0.950% | High | Institutional | $250,000 | ||
Hotchkis & Wiley Value Opps Z | HWAZX | Large Value | 11.63% | 89 | 0.860% | Above Average | Institutional | $1.0 Mil | ||
Hotchkis & Wiley Disciplined Value A | HWCAX | Large Value | 13.73% | 76 | 1.050% | Average | Front Load | $2,500 | ||
Hotchkis & Wiley Disciplined Value I | HWCIX | Large Value | 13.91% | 75 | 0.800% | Above Average | Institutional | $250,000 | ||
Hotchkis & Wiley Global Value A | HWGAX | Global Large-Stock Value | 11.90% | 73 | 1.200% | Average | Front Load | $2,500 | ||
Hotchkis & Wiley Global Value I | HWGIX | Global Large-Stock Value | 12.14% | 71 | 0.950% | Above Average | Institutional | $250,000 | ||
Hotchkis & Wiley High Yield A | HWHAX | High Yield Bond | — | 6.55% | 72 | 0.920% | Below Average | Front Load | $2,500 | |
Hotchkis & Wiley Large Cap Fdml Value I | HWLIX | Large Value | 14.14% | 72 | 0.950% | High | Institutional | $250,000 | ||
Hotchkis & Wiley Large Cap Fdml Value Z | HWLZX | Large Value | 14.22% | 72 | 0.850% | Above Average | Institutional | $1.0 Mil | ||
Hotchkis & Wiley Mid Cap Value Z | HWMZX | Mid-Cap Value | 6.81% | 95 | 0.880% | Above Average | Institutional | $1.0 Mil | ||
Hotchkis & Wiley Mid-Cap Value A | HWMAX | Mid-Cap Value | 6.52% | 95 | 1.200% | Average | Front Load | $2,500 | ||
Hotchkis & Wiley Mid-Cap Value I | HWMIX | Mid-Cap Value | 6.69% | 95 | 1.000% | High | Institutional | $250,000 |
Hotchkis and Wiley Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank