Hotchkis Wiley Small Fund Quote
| HWSZX Fund | USD 73.57 0.34 0.46% |
PerformanceVery Weak
| Odds Of DistressLow
|
Hotchkis Wiley is trading at 73.57 as of the 1st of March 2025; that is 0.46% down since the beginning of the trading day. The fund's open price was 73.91. Hotchkis Wiley has about a 23 % 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 30th of January 2025 and ending today, the 1st 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 Capital Management, LLC currently considers small cap companies to be those with market capitalizations like those found in the Russell 2000 Index.. More on Hotchkis Wiley Small
Moving together with Hotchkis Mutual Fund
Hotchkis Mutual Fund Highlights
| Fund Concentration | Hotchkis & Wiley Funds, Large Funds, Small Value Funds, Small Value, Hotchkis & Wiley (View all Sectors) |
| Update Date | 31st of December 2024 |
Hotchkis Wiley Small [HWSZX] is traded in USA and was established 1st of March 2025. Hotchkis Wiley is listed under Hotchkis & Wiley category by Fama And French industry classification. 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 7.15%.
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 Small 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 Small Mutual Fund Constituents
| FLR | Fluor | Stock | Industrials | |
| UHAL | U Haul Holding | Stock | Industrials | |
| SRG | Seritage Growth Properties | Stock | Real Estate | |
| SAH | Sonic Automotive | Stock | Consumer Discretionary | |
| POR | Portland General Electric | Stock | Utilities | |
| ODP | ODP Corp | Stock | Consumer Discretionary | |
| NWSA | News Corp A | Stock | Communication Services | |
| NTB | Bank of NT | Stock | Financials |
Hotchkis Wiley Small Risk Profiles
| Mean Deviation | 0.8808 | |||
| Standard Deviation | 1.32 | |||
| Variance | 1.75 | |||
| Risk Adjusted Performance | (0.08) |
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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