Hotchkis Wiley Mid Cap Manager Performance
| HWMCXDelisted Fund | USD 46.33 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Hotchkis Wiley are completely uncorrelated.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Hotchkis Wiley Mid Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Hotchkis Wiley is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of August 2022 | |
| Expense Ratio | 1.9800 |
Hotchkis |
Hotchkis Wiley Relative Risk vs. Return Landscape
If you would invest (100.00) in Hotchkis Wiley Mid Cap on September 3, 2024 and sell it today you would earn a total of 100.00 from holding Hotchkis Wiley Mid Cap or generate -100.0% return on investment over 90 days. Hotchkis Wiley Mid Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 |
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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 Mid retains a regular Real Value of $42.74 per share. The prevalent price of the fund is $46.33. We determine the value of Hotchkis Wiley Mid 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 46.33 | Real 42.74 | Hype 46.33 | Naive 46.86 |
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 Mid Cap 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hotchkis Wiley's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Hotchkis Wiley Mid Cap, and traders can use it to determine the average amount a Hotchkis Wiley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average Hotchkis Wiley is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Hotchkis Wiley by adding Hotchkis Wiley to a well-diversified portfolio.
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.
| Price To Earning | 13.70 X | |||
| Price To Book | 0.87 X | |||
| Price To Sales | 0.58 X | |||
| Total Asset | 4.48 M | |||
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 equity securities of mid-capitalization companies. Hotchkis is traded on NASDAQ Exchange in the United States.Things to note about Hotchkis Wiley Mid 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 Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Hotchkis Wiley Mid is not yet fully synchronised with the market data | |
| Hotchkis Wiley Mid has a very high chance of going through financial distress in the upcoming years | |
| The fund retains 99.8% of its assets under management (AUM) in equities |
- 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.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Other Consideration for investing in Hotchkis Mutual Fund
If you are still planning to invest in Hotchkis Wiley Mid check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Hotchkis Wiley's history and understand the potential risks before investing.
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