Hotchkis Wiley High Fund Quote
| HWHZX Fund | USD 10.56 0.02 0.19% |
PerformanceOK
| Odds Of DistressLow
|
Hotchkis Wiley is trading at 10.56 as of the 20th of March 2025; that is 0.19% up since the beginning of the trading day. The fund's open price was 10.54. Hotchkis Wiley has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in a diversified portfolio of high yield securities. It may invest up to 20 percent of its total assets in securities denominated in foreign currencies and may invest without limit in U.S. More on Hotchkis Wiley High
Moving together with Hotchkis Mutual Fund
Hotchkis Mutual Fund Highlights
| Fund Concentration | Hotchkis & Wiley Funds, Large Funds, High Yield Bond Funds, High Yield Bond, Hotchkis & Wiley (View all Sectors) |
| Update Date | 31st of March 2025 |
Hotchkis Wiley High [HWHZX] is traded in USA and was established 20th of March 2025. Hotchkis Wiley is listed under Hotchkis & Wiley category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Hotchkis & Wiley family. This fund currently has accumulated 1.72 B in assets under management (AUM) with minimum initial investment of 1000 K. Hotchkis Wiley High is currently producing year-to-date (YTD) return of 0.78% with the current yeild of 0.06%, while the total return for the last 3 years was 5.12%.
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 High 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 High Mutual Fund Constituents
| HYLB | Xtrackers USD High | Etf | High Yield Bond | |
| USHY | iShares Broad USD | Etf | High Yield Bond |
Hotchkis Wiley High Risk Profiles
| Mean Deviation | 0.1513 | |||
| Semi Deviation | 0.1774 | |||
| Standard Deviation | 0.2059 | |||
| Variance | 0.0424 |
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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