Hotchkis And Wiley Fund Quote
| HWNIX Fund | USD 13.07 0.01 0.08% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Hotchkis is trading at 13.07 as of the 2nd of December 2024; that is 0.08 percent increase since the beginning of the trading day. The fund's open price was 13.06. Hotchkis has about a 21 % 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. Equity ratings for Hotchkis And Wiley are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests primarily in non-U.S. companies, which may include companies located or operating in developed or emerging markets. The Advisor determines where a company is located, and thus whether a company is located outside the U.S. or in an emerging market, by referring to its primary stock exchange listing where it is registered, organized or incorporated where its headquarters are located where it derives at least 50 percent of its revenues or profits from goods produced or sold, investments made, or services performed or where at least 50 percent of its assets are located.. More on Hotchkis And Wiley
Moving against Hotchkis Mutual Fund
Hotchkis Mutual Fund Highlights
| Fund Concentration | Hotchkis & Wiley Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Hotchkis & Wiley, Large Value, Foreign Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Hotchkis And Wiley [HWNIX] is traded in USA and was established 2nd of December 2024. Hotchkis is listed under Hotchkis & Wiley category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Hotchkis & Wiley family. This fund currently has accumulated 2.55 M in assets under management (AUM) with minimum initial investment of 250 K. Hotchkis And Wiley is currently producing year-to-date (YTD) return of 7.67% with the current yeild of 0.02%, while the total return for the last 3 years was 9.58%.
Check Hotchkis 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 And Wiley 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 And Wiley Mutual Fund Constituents
| AIR | AAR Corp | Stock | Industrials | |
| CNHI | CNH Industrial NV | Stock | Industrials | |
| ESGR | Enstar Group Limited | Stock | Financials | |
| FI | Fiserv, | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| GBLI | Global Indemnity PLC | Stock | Financials | |
| DOOR | Masonite International Corp | Stock | Industrials |
Hotchkis And Wiley Risk Profiles
| Mean Deviation | 0.6543 | |||
| Standard Deviation | 0.8408 | |||
| Variance | 0.7069 | |||
| Risk Adjusted Performance | (0.05) |
Hotchkis Against Markets
Other Information on Investing in Hotchkis Mutual Fund
Hotchkis 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 security.
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