Hotchkis And Wiley Fund Quote
| HWSAX Fund | USD 86.02 1.16 1.37% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Hotchkis is trading at 86.02 as of the 26th of November 2024; that is 1.37 percent up since the beginning of the trading day. The fund's open price was 84.86. Hotchkis 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. Equity ratings for Hotchkis And Wiley are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. 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 And Wiley
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 | 30th of September 2024 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | June |
Hotchkis And Wiley [HWSAX] is traded in USA and was established 26th of November 2024. Hotchkis 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 690.38 M in assets under management (AUM) with no minimum investment requirementsHotchkis And Wiley is currently producing year-to-date (YTD) return of 11.91% with the current yeild of 0.0%, while the total return for the last 3 years was 10.42%.
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
| EVR | Evercore Partners | Stock | Financials | |
| SLM | SLM Corp | Stock | Financials | |
| FHB | First Hawaiian | Stock | Financials | |
| SAH | Sonic Automotive | Stock | Consumer Discretionary | |
| TPH | TRI Pointe Homes | Stock | Consumer Discretionary | |
| FI | Fiserv, | Stock | Information Technology | |
| EEFT | Euronet Worldwide | Stock | Industrials | |
| NTB | Bank of NT | Stock | Financials |
Hotchkis And Wiley Risk Profiles
| Mean Deviation | 0.8396 | |||
| Semi Deviation | 0.7887 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.38 |
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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