Hotchkis & Wiley Mid-Cap Value Fund ETF Class HWMV

Medalist Rating as of | See Hotchkis and Wiley Investment Hub

Morningstar’s Analysis HWMV

Will HWMV outperform in the future?

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

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

A contrarian value play. Hotchkis & Wiley Mid-Cap Value is guided by a diligent team willing to pursue an against-consensus approach.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HWMV

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

APA Corp

4.84 21M
Energy

Workday Inc Class A

4.51 20M
Technology

American International Group Inc

4.19 18M
Financial Services

Kosmos Energy Ltd

4.18 18M
Energy

Crescent Energy Co Class A

3.25 14M
Energy

Fiserv Inc

3.00 13M
Technology

Centene Corp

2.61 11M
Healthcare

First American Government Obligs X

2.49 11M
Cash and Equivalents

SLM Corp

2.40 10M
Financial Services

WPP PLC ADR

2.36 10M
Communication Services

Sponsor Center