Hotchkis Wiley Value Fund Quote

HWACX Fund  USD 34.70  0.24  0.70%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Hotchkis Wiley is trading at 34.70 as of the 1st of March 2025; that is 0.70 percent increase since the beginning of the trading day. The fund's open price was 34.46. Hotchkis Wiley has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
The fund normally invests in equity securities, such as common stock, preferred stock and convertible securities, of any size market capitalization, and investment grade and high yield fixed income securities. It seeks to invest in companies whose future prospects are misunderstood or not fully recognized by the market. More on Hotchkis Wiley Value

Moving together with Hotchkis Mutual Fund

  0.98HOMPX Hw OpportunitiesPairCorr
  1.0HWAAX Hotchkis Wiley ValuePairCorr
  1.0HWAIX Hotchkis Wiley ValuePairCorr
  1.0HWAZX Hotchkis Wiley ValuePairCorr
  0.78HWCAX Hotchkis Wiley DiverPairCorr

Hotchkis Mutual Fund Highlights

Fund ConcentrationHotchkis & Wiley Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Hotchkis & Wiley, Large, Large Value (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date29th of August 2022
Fiscal Year EndJune
Hotchkis Wiley Value [HWACX] is traded in USA and was established 1st of March 2025. Hotchkis Wiley is listed under Hotchkis & Wiley category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Hotchkis & Wiley family. This fund currently has accumulated 535.3 M in assets under management (AUM) with no minimum investment requirementsHotchkis Wiley Value is currently producing year-to-date (YTD) return of 7.48% with the current yeild of 0.0%, while the total return for the last 3 years was 10.79%.
Check Hotchkis Wiley Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hotchkis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hotchkis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hotchkis Wiley Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Hotchkis Wiley Value Mutual Fund Constituents

GEGE AerospaceStockIndustrials
MSFTMicrosoftStockInformation Technology
AIGAmerican International GroupStockFinancials
GMGeneral MotorsStockConsumer Discretionary
SRGSeritage Growth PropertiesStockReal Estate
ERICTelefonaktiebolaget LM EricssonStockInformation Technology
RRCRange Resources CorpStockEnergy
MSMorgan StanleyStockFinancials
More Details

Hotchkis Wiley Value Risk Profiles

Hotchkis Wiley Against Markets

Other Information on Investing in Hotchkis Mutual Fund

Hotchkis Wiley financial ratios help investors to determine whether Hotchkis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hotchkis with respect to the benefits of owning Hotchkis Wiley security.
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world