Hotchkis & Wiley Global Value ETF Class holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Hotchkis & Wiley Global Value Fund ETF Class HWGV
Morningstar’s Analysis HWGV
Will HWGV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Workday Inc Class A | 5.17 | 2M | Technology |
American International Group Inc | 3.35 | 1M | Financial Services |
GE HealthCare Technologies Inc Common Stock | 3.18 | 1M | Healthcare |
Elevance Health Inc | 3.03 | 1M | Healthcare |
Akzo Nobel NV | 2.65 | 1M | Basic Materials |
The Cigna Group | 2.62 | 1M | Healthcare |
Salesforce Inc | 2.59 | 1M | Technology |
CNH Industrial NV | 2.51 | 1M | Industrials |
Shell PLC ADR (Representing - Ordinary Shares) | 2.35 | 943,846 | Energy |
Julius Baer Gruppe AG | 2.34 | 941,141 | Financial Services |