Hotchkis Wiley High Fund Manager Performance Evaluation
| HWHZX Fund | USD 10.65 0.02 0.19% |
The fund retains a Market Volatility (i.e., Beta) of 0.12, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hotchkis Wiley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hotchkis Wiley is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Hotchkis Wiley High are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Hotchkis Wiley is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreHotchkis |
Hotchkis Wiley Relative Risk vs. Return Landscape
If you would invest 1,047 in Hotchkis Wiley High on November 4, 2025 and sell it today you would earn a total of 18.00 from holding Hotchkis Wiley High or generate 1.72% return on investment over 90 days. Hotchkis Wiley High is currently producing 0.0281% returns and takes up 0.1617% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Hotchkis, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hotchkis Wiley Current Valuation
Overvalued
Today
Please note that Hotchkis Wiley's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Hotchkis Wiley High retains a regular Real Value of $9.78 per share. The prevalent price of the fund is $10.65. We determine the value of Hotchkis Wiley High from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Hotchkis Wiley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hotchkis Mutual Fund. However, Hotchkis Wiley's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.65 | Real 9.78 | Hype 10.65 | Naive 10.6 |
The intrinsic value of Hotchkis Wiley's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Hotchkis Wiley's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Hotchkis Wiley High helps investors to forecast how Hotchkis mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Hotchkis Wiley more accurately as focusing exclusively on Hotchkis Wiley's fundamentals will not take into account other important factors: Hotchkis Wiley Target Price Odds to finish over Current Price
The tendency of Hotchkis Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.65 | 90 days | 10.65 | about 20.4 |
Based on a normal probability distribution, the odds of Hotchkis Wiley to move above the current price in 90 days from now is about 20.4 (This Hotchkis Wiley High probability density function shows the probability of Hotchkis Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Hotchkis Wiley has a beta of 0.12. This usually indicates as returns on the market go up, Hotchkis Wiley average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Hotchkis Wiley High will be expected to be much smaller as well. Additionally Hotchkis Wiley High has an alpha of 0.0047, implying that it can generate a 0.004687 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Hotchkis Wiley Price Density |
| Price |
Predictive Modules for Hotchkis Wiley
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Hotchkis Wiley High. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Hotchkis Wiley Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Hotchkis Wiley is not an exception. The market had few large corrections towards the Hotchkis Wiley's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Hotchkis Wiley High, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Hotchkis Wiley within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0.12 | |
σ | Overall volatility | 0.08 | |
Ir | Information ratio | -0.15 |
Hotchkis Wiley Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Hotchkis Wiley for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Hotchkis Wiley High can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Russia will try to actively fight at least until spring - CCD head - | |
| The fund retains about 88.43% of its assets under management (AUM) in fixed income securities |
Hotchkis Wiley Fundamentals Growth
Hotchkis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hotchkis Wiley, and Hotchkis Wiley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Hotchkis Mutual Fund performance.
| Total Asset | 1.11 B | |||
About Hotchkis Wiley Performance
Evaluating Hotchkis Wiley's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hotchkis Wiley has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hotchkis Wiley has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in a diversified portfolio of high yield securities. It may invest up to 20 percent of its total assets in securities denominated in foreign currencies and may invest without limit in U.S. dollar-denominated securities of foreign issuers. The fund may invest up to 15 percent of its total assets in securities and instruments that are economically tied to emerging market countries.Things to note about Hotchkis Wiley High performance evaluation
Checking the ongoing alerts about Hotchkis Wiley for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hotchkis Wiley High help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Russia will try to actively fight at least until spring - CCD head - | |
| The fund retains about 88.43% of its assets under management (AUM) in fixed income securities |
- Analyzing Hotchkis Wiley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hotchkis Wiley's stock is overvalued or undervalued compared to its peers.
- Examining Hotchkis Wiley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Hotchkis Wiley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hotchkis Wiley's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hotchkis Wiley's mutual fund. These opinions can provide insight into Hotchkis Wiley's potential for growth and whether the stock is currently undervalued or overvalued.
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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