HWMVHotchkis & Wiley Mid-Cap Value Fund

Seeks capital appreciation.

By Hotchkis & Wiley

Annual Cost

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Fund Size

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Return (1Y)

N/A

Track Record

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What's inside

How Beacon categorizes this fund

Asset class

Cap

Mid

Strategy

Active selection

Factor

Value

Objective: Seeks capital appreciation.
Strategy: Invests primarily in equity securities of mid-capitalization companies that meet the Advisor’s definition of value. Employs a fundamental value investing approach to exploit market inefficiencies, focusing on companies whose future prospects are misunderstood or undervalued, including investments in foreign securities.
Fund family: Hotchkis & Wiley

Same asset class, closest by strategy & exposure

HWGV

Hotchkis & Wiley Global Value Fund

HWIV

Hotchkis and Wiley International Value Fund ETF Class

HWSM

Hotchkis & Wiley SMID Cap Diversified Value Fund

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Data updated on 2026-09-26