Morningstar

Hotchkis & Wiley SMID Cap Diversified Value Fund HWSM

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

Morningstar’s Analysis HWSM

Will HWSM 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 HWSM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hotchkis & Wiley SMID Cap Divers Val Fd 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
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Portfolio Holdings HWSM

More HWSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Workday Inc Class A

2.16 61,508
Technology

GE HealthCare Technologies Inc Common Stock

1.93 54,993
Healthcare

F5 Inc

1.85 52,622
Technology

APA Corp

1.68 47,889
Energy

PPG Industries Inc

1.53 43,520
Basic Materials

Dominion Energy Inc

1.49 42,575
Utilities

American International Group Inc

1.30 36,914
Financial Services

First American Government Obligs X

1.24 35,442
Cash and Equivalents

Host Hotels & Resorts Inc

1.12 31,952
Real Estate

First Citizens BancShares Inc Class A

1.07 30,493
Financial Services

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