Hotchkis Wiley Global Fund Quote
| HWGAX Fund | USD 16.55 0.07 0.42% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Hotchkis Wiley is trading at 16.55 as of the 2nd of December 2024; that is 0.42% up since the beginning of the trading day. The fund's open price was 16.48. Hotchkis Wiley has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Hotchkis Wiley Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2023 and ending today, the 2nd of December 2024. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in U.S. and non-U.S. companies, which may include companies located or operating in established or emerging markets. Under normal circumstances, it will invest at least 40 percent of its net assets in the equity securities of companies located outside of the U.S. More on Hotchkis Wiley Global
Moving together with Hotchkis Mutual Fund
Hotchkis Mutual Fund Highlights
| Fund Concentration | Hotchkis & Wiley Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Hotchkis & Wiley, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | June |
Hotchkis Wiley Global [HWGAX] is traded in USA and was established 2nd of December 2024. Hotchkis Wiley is listed under Hotchkis & Wiley category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Hotchkis & Wiley family. This fund currently has accumulated 33.14 M in assets under management (AUM) with minimum initial investment of 2.5 K. Hotchkis Wiley Global is currently producing year-to-date (YTD) return of 13.2% with the current yeild of 0.01%, while the total return for the last 3 years was 9.65%.
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 Global 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 Global Mutual Fund Constituents
| HPE | Hewlett Packard Enterprise | Stock | Information Technology | |
| ERIC | Telefonaktiebolaget LM Ericsson | Stock | Information Technology | |
| GM | General Motors | Stock | Consumer Discretionary | |
| WFC | Wells Fargo | Stock | Financials | |
| ORCL | Oracle | Stock | Information Technology | |
| NWSA | News Corp A | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| GE | GE Aerospace | Stock | Industrials |
Hotchkis Wiley Global Risk Profiles
| Mean Deviation | 0.5387 | |||
| Semi Deviation | 0.7268 | |||
| Standard Deviation | 0.7172 | |||
| Variance | 0.5144 |
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.
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