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.

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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 14.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Workday Inc Class A

2.05 55,091
Technology

F5 Inc

1.88 50,580
Technology

GE HealthCare Technologies Inc Common Stock

1.82 48,881
Healthcare

PPG Industries Inc

1.54 41,449
Basic Materials

APA Corp

1.50 40,176
Energy

Dominion Energy Inc

1.48 39,737
Utilities

American International Group Inc

1.28 34,321
Financial Services

Host Hotels & Resorts Inc

1.07 28,700
Real Estate

Magna International Inc

1.04 28,040
Consumer Cyclical

Franklin Templeton Inc

1.02 27,365
Financial Services

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