Hotchkis Wiley International Fund Quote
| HWTIX Fund | USD 12.36 0.07 0.57% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Hotchkis Wiley is trading at 12.36 as of the 25th of November 2024; that is 0.57 percent increase since the beginning of the trading day. The fund's open price was 12.29. 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. Equity ratings for Hotchkis Wiley International are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th 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 non-U.S. small capitalization companies, which may include companies located or operating in developed or emerging markets. More on Hotchkis Wiley International
Moving against Hotchkis Mutual Fund
Hotchkis Mutual Fund Highlights
| Fund Concentration | Hotchkis & Wiley Funds, Large Funds, Foreign Small/Mid Value Funds, Foreign Small/Mid Value, Hotchkis & Wiley (View all Sectors) |
| Update Date | 30th of September 2024 |
Hotchkis Wiley International [HWTIX] is traded in USA and was established 25th of November 2024. Hotchkis Wiley is listed under Hotchkis & Wiley category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Value category and is part of Hotchkis & Wiley family. Hotchkis Wiley Inter currently has accumulated 7.12 M in assets under management (AUM) with minimum initial investment of 250 K. with the current yeild of 0.04%.
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 International 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 International Mutual Fund Constituents
| FI | Fiserv, | Stock | Information Technology | |
| KLIC | Kulicke and Soffa | Stock | Information Technology |
Hotchkis Wiley Inter Risk Profiles
| Mean Deviation | 0.5579 | |||
| Standard Deviation | 0.7749 | |||
| Variance | 0.6005 | |||
| Risk Adjusted Performance | (0.05) |
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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