Hotchkis Wiley Small Fund Quote
| HWSIX Fund | USD 77.18 0.73 0.95% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Hotchkis Wiley is trading at 77.18 as of the 23rd of April 2024; that is 0.95 percent increase since the beginning of the trading day. The fund's open price was 76.45. Hotchkis Wiley has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very 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 28th of June 2023 and ending today, the 23rd of April 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 Wiley Small
Moving together with Hotchkis Mutual Fund
| 0.98 | HOMPX | Hw Opportunities | PairCorr |
| 0.97 | HWAAX | Hotchkis Wiley Value | PairCorr |
| 0.97 | HWACX | Hotchkis Wiley Value | PairCorr |
| 0.97 | HWAIX | Hotchkis Wiley Value | PairCorr |
| 0.97 | HWAZX | Hotchkis Wiley Value | PairCorr |
| 0.96 | HWCAX | Hotchkis Wiley Diver | PairCorr |
| 0.96 | HWCCX | Hotchkis Wiley Diver | PairCorr |
Hotchkis Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Hotchkis Wiley's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Hotchkis Wiley or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Hotchkis & Wiley Funds, Large Funds, Small Value Funds, Small Value, Hotchkis & Wiley (View all Sectors) |
| Update Date | 31st of March 2024 |
Hotchkis Wiley Small [HWSIX] is traded in USA and was established 23rd of April 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 860.3 M in assets under management (AUM) with no minimum investment requirementsHotchkis Wiley Small is currently producing year-to-date (YTD) return of 0.14% with the current yeild of 0.01%, while the total return for the last 3 years was 10.56%.
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
| MATX | Matson Inc | Stock | Industrials |
| ODP | ODP Corp | Stock | Consumer Discretionary |
| ESGR | Enstar Group Limited | Stock | Financials |
| TPH | TRI Pointe Homes | Stock | Consumer Discretionary |
| NPO | Enpro Industries | Stock | Industrials |
| SRG | Seritage Growth Properties | Stock | Real Estate |
| POR | Portland General Electric | Stock | Utilities |
Hotchkis Wiley Target Price Odds Analysis
Based on a normal probability distribution, the odds of Hotchkis Wiley jumping above the current price in 90 days from now is about 31.1%. The Hotchkis Wiley Small probability density function shows the probability of Hotchkis Wiley mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.397. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Hotchkis Wiley will likely underperform. Additionally, hotchkis Wiley Small has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Hotchkis Wiley to move above the current price in 90 days from now is about 31.1 (This Hotchkis Wiley Small probability density function shows the probability of Hotchkis Mutual Fund to fall within a particular range of prices over 90 days) .
Hotchkis Wiley Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Hotchkis Wiley market risk premium is the additional return an investor will receive from holding Hotchkis Wiley long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hotchkis Wiley. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Hotchkis Wiley's alpha and beta are two of the key measurements used to evaluate Hotchkis Wiley's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7569 | |||
| Semi Deviation | 1.0 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.01 |
Hotchkis Wiley Against Markets
Picking the right benchmark for Hotchkis Wiley mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Hotchkis Wiley mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Hotchkis Wiley is critical whether you are bullish or bearish towards Hotchkis Wiley Small at a given time. Please also check how Hotchkis Wiley's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Hotchkis Wiley without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio DiagnosticsUse generated alerts and portfolio events aggregator to diagnose current holdings |
| All Next | Launch Module |
How to buy Hotchkis Mutual Fund?
Before investing in Hotchkis Wiley, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Hotchkis Wiley. To buy Hotchkis Wiley fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Hotchkis Wiley. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Hotchkis Wiley fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Hotchkis Wiley Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Hotchkis Wiley Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Hotchkis Wiley Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Hotchkis Wiley Small?
The danger of trading Hotchkis Wiley Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Hotchkis Wiley is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Hotchkis Wiley. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Hotchkis Wiley Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Hotchkis Wiley Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.