Hotchkis Wiley Global Fund Quote
| HWGIX Fund | USD 15.09 0.06 0.40% |
PerformanceGood
| Odds Of DistressLow
|
Hotchkis Wiley is trading at 15.09 as of the 21st of March 2025; that is 0.4 percent decrease since the beginning of the trading day. The fund's open price was 15.15. Hotchkis Wiley has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. 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 March 2025 |
Hotchkis Wiley Global [HWGIX] is traded in USA and was established 21st of March 2025. 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 10.02 M in assets under management (AUM) with no minimum investment requirementsHotchkis Wiley Global is currently producing year-to-date (YTD) return of 6.75% with the current yeild of 0.01%, while the total return for the last 3 years was 11.85%.
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 | |
| GE | GE Aerospace | Stock | Industrials | |
| ZFSVF | Zurich Insurance Group | OTC Stock | Insurance—Diversified | |
| WFC | Wells Fargo | Stock | Financials | |
| ORCL | Oracle | Stock | Information Technology | |
| NWSA | News Corp A | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Hotchkis Wiley Global Risk Profiles
| Mean Deviation | 0.6687 | |||
| Semi Deviation | 0.8231 | |||
| Standard Deviation | 0.8721 | |||
| Variance | 0.7605 |
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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