Hotchkis Wiley Financials
| HWAZX Fund | USD 42.81 0.33 0.78% |
Hotchkis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Hotchkis Wiley Fund Summary
Hotchkis Wiley competes with T Rowe, Touchstone Large, Dodge Cox, Guggenheim Rbp, and Aqr Large. The fund normally invests in equity securities, such as common stock, preferred stock and convertible securities, of any size market capitalization, and investment grade and high yield fixed income securities. It seeks to invest in companies whose future prospects are misunderstood or not fully recognized by the market. The fund employs a fundamental value investing approach which seeks to exploit market inefficiencies created by irrational investor behavior. It is non-diversified.Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Hotchkis Wiley Funds |
| Mutual Fund Family | Hotchkis & Wiley |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 866 493 8637 |
| Currency | USD - US Dollar |
Hotchkis Wiley Key Financial Ratios
Hotchkis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hotchkis Wiley's current stock value. Our valuation model uses many indicators to compare Hotchkis Wiley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hotchkis Wiley competition to find correlations between indicators driving Hotchkis Wiley's intrinsic value. More Info.Hotchkis Wiley Value is rated # 2 fund in annual yield among similar funds. It is rated # 5 fund in year to date return among similar funds creating about 1,705 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hotchkis Wiley's earnings, one of the primary drivers of an investment's value.Hotchkis Wiley Value Systematic Risk
Hotchkis Wiley's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Hotchkis Wiley volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Hotchkis Wiley Value correlated with the market. If Beta is less than 0 Hotchkis Wiley generally moves in the opposite direction as compared to the market. If Hotchkis Wiley Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Hotchkis Wiley Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Hotchkis Wiley is generally in the same direction as the market. If Beta > 1 Hotchkis Wiley moves generally in the same direction as, but more than the movement of the benchmark.
Hotchkis Wiley November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Hotchkis Wiley help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Hotchkis Wiley Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Hotchkis Wiley Value based on widely used predictive technical indicators. In general, we focus on analyzing Hotchkis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Hotchkis Wiley's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6715 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 4.27 | |||
| Value At Risk | (0.97) | |||
| Potential Upside | 1.26 |
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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