Hotchkis Wiley Small Fund Quote
| HWVAX Fund | USD 13.65 0.21 1.56% |
Performance5 of 100
| Odds Of DistressLess than 19
|
Hotchkis Wiley is trading at 13.65 as of the 22nd of November 2024; that is 1.56% up since the beginning of the trading day. The fund's open price was 13.44. Hotchkis Wiley 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 Wiley Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd 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. It seeks to invest in companies whose future prospects are misunderstood or not fully recognized by the market. 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 | 30th of September 2024 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | June |
Hotchkis Wiley Small [HWVAX] is traded in USA and was established 22nd of November 2024. 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 665.13 M in assets under management (AUM) with no minimum investment requirementsHotchkis Wiley Small is currently producing year-to-date (YTD) return of 8.46% with the current yeild of 0.01%, while the total return for the last 3 years was 4.41%.
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
| SM | SM Energy Co | Stock | Energy | |
| MTRX | Matrix Service Co | Stock | Energy | |
| MCFT | MCBC Holdings | Stock | Consumer Discretionary | |
| MHO | MI Homes | Stock | Consumer Discretionary | |
| EBIX | Ebix Inc | Stock | Information Technology | |
| ADNT | Adient PLC | Stock | Consumer Discretionary | |
| UVV | Universal | Stock | Consumer Staples | |
| CMTL | Comtech Telecommunications Corp | Stock | Information Technology |
Hotchkis Wiley Small Risk Profiles
| Mean Deviation | 0.9381 | |||
| Semi Deviation | 0.8608 | |||
| Standard Deviation | 1.41 | |||
| Variance | 1.99 |
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.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |