Investment Test Drive

HWMRX Hotchkis & Wiley Mid-Cap Value R

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund HWMRX Hotchkis & Wiley Mid-Cap Value R JKI iShares Morningstar Mid-Cap Value PXMV PowerShares Russell Midcap Pure Val ETF  
100% 85% 85%
Annual Fees
(1.52% Exp. Ratio)
(0.30% Exp. Ratio)
(0.39% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$32,047.41 $46,366.73 $45,127.36
Est. savings over 30 yrs +$14,319.32 +$13,079.95
As of 9/30/16
1 YR RETURN 7.59%
3 YR 3.59%
5 YR 18.33%
10 YR 6.35%
1 YR RETURN 20.01%
3 YR 11.04%
5 YR 18.48%
10 YR 7.94%
1 YR RETURN 20.08%
3 YR 10.38%
5 YR 18.73%
10 YR 6.99%
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of mid-capitalization companies. Hotchkis & Wiley Capital Management, LLC (the "Advisor") currently considers mid-cap companies to be those with market capitalizations like those found in the Russell Midcap® Index.
The investment seeks to track the investment results of the Morningstar® Mid Value IndexSM composed of mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Midcap® Pure Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is composed of securities selected from the Russell Midcap® Index, which includes the smallest 800 securities of the Russell 1000® Index, an index designed to measure the performance of the largest 1,000 companies in the U.S. equity market.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!