Morningstar

Hotchkis and Wiley International Value Fund ETF Class HWIV

Morningstar Medalist Rating
Medalist Rating as of | See Hotchkis and Wiley Investment Hub

Morningstar’s Analysis HWIV

Will HWIV outperform in the 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 HWIV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HWIV 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 HWIV’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hotchkis and Wiley Intl Val ETF Class holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HWIV

More HWIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SAP SE

5.09 391,706
Technology

First American Government Obligs X

5.00 384,986
Cash and Equivalents

Telefonaktiebolaget L M Ericsson Class B

4.99 384,398
Technology

Shell PLC

3.96 304,737
Energy

Akzo Nobel NV

3.73 287,100
Basic Materials

TotalEnergies SE

3.57 274,670
Energy

Heineken Holding NV

3.43 264,129
Consumer Defensive

Fuso Chemical Co Ltd

3.03 233,606
Basic Materials

Nippon Sanso Holdings Corp

2.70 207,853
Basic Materials

Check Point Software Technologies Ltd

2.64 202,890
Technology

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