Hotchkis Wiley Small Fund Quote

HWSZX Fund  USD 69.99  1.14  1.60%   

Performance

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Weak
 
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Odds Of Distress

Low

 
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Low
Hotchkis Wiley is trading at 69.99 as of the 20th of March 2025; that is 1.6% down since the beginning of the trading day. The fund's open price was 71.13. 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 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 equity securities of small capitalization companies. Hotchkis Wiley is traded on NASDAQ Exchange in the United States. More on Hotchkis Wiley Small

Moving together with Hotchkis Mutual Fund

  0.91VSIIX Vanguard Small CapPairCorr
  0.66VISVX Vanguard Small CapPairCorr
  0.63DFSVX Us Small CapPairCorr
  0.65DFFVX Us Targeted ValuePairCorr
  0.9UBVCX Undiscovered ManagersPairCorr
  0.9UBVAX Undiscovered ManagersPairCorr

Hotchkis Mutual Fund Highlights

Fund ConcentrationSmall Value, Hotchkis & Wiley (View all Sectors)
Update Date31st of March 2025
Hotchkis Wiley Small [HWSZX] is traded in USA and was established 20th of March 2025. The fund is listed under Small Value category and is part of Hotchkis & Wiley family. This fund currently has accumulated 321.56 M in assets under management (AUM) with minimum initial investment of 1000 K. Hotchkis Wiley Small is currently producing year-to-date (YTD) return of 3.28% with the current yeild of 0.01%, while the total return for the last 3 years was 5.03%.
Check Hotchkis Wiley Probability Of Bankruptcy

Instrument Allocation

Top Hotchkis Wiley Small Mutual Fund Constituents

FLRFluorStockIndustrials
UHALU Haul HoldingStockIndustrials
SRGSeritage Growth PropertiesStockReal Estate
SAHSonic AutomotiveStockConsumer Discretionary
PORPortland General ElectricStockUtilities
ODPODP CorpStockConsumer Discretionary
NWSANews Corp AStockCommunication Services
NTBBank of NTStockFinancials
More Details

Hotchkis Wiley Small 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.
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