Hotchkis Wiley Value Fund Quote

HWAAX Fund  USD 40.32  0.36  0.88%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Hotchkis Wiley is trading at 40.32 as of the 13th of July 2025; that is 0.88% down since the beginning of the trading day. The fund's open price was 40.68. Hotchkis Wiley has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 14th of May 2025 and ending today, the 13th of July 2025. Click here to learn more.
The fund normally invests in equity securities, such as common stock, preferred stock and convertible securities, of any size market capitalization, and investment grade and high yield fixed income securities. Hotchkis Wiley is traded on NASDAQ Exchange in the United States. More on Hotchkis Wiley Value

Moving together with Hotchkis Mutual Fund

  1.0HOMPX Hw OpportunitiesPairCorr
  1.0HWACX Hotchkis Wiley ValuePairCorr
  1.0HWAIX Hotchkis Wiley ValuePairCorr
  1.0HWAZX Hotchkis Wiley ValuePairCorr
  1.0HWCAX Hotchkis Wiley DiverPairCorr

Hotchkis Mutual Fund Highlights

Fund ConcentrationHotchkis & Wiley Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Hotchkis & Wiley, Large, Large Value (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date29th of August 2022
Fiscal Year EndJune
Hotchkis Wiley Value [HWAAX] is traded in USA and was established 13th of July 2025. Hotchkis Wiley is listed under Hotchkis & Wiley category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Hotchkis & Wiley family. This fund currently has accumulated 535.3 M in assets under management (AUM) with no minimum investment requirementsHotchkis Wiley Value is currently producing year-to-date (YTD) return of 8.89% with the current yeild of 0.01%, while the total return for the last 3 years was 18.82%.
Check Hotchkis Wiley Probability Of Bankruptcy

Instrument Allocation

Top Hotchkis Wiley Value Mutual Fund Constituents

AIGAmerican International GroupStockFinancials
APAAPA CorporationStockEnergy
BACBank of AmericaStockFinancials
NOVNOV IncStockEnergy
RRCRange Resources CorpStockEnergy
FFIVF5 NetworksStockInformation Technology
MSMorgan StanleyStockFinancials
TELTE ConnectivityStockInformation Technology
More Details

Hotchkis Wiley Value Risk Profiles

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.
Transaction History
View history of all your transactions and understand their impact on performance
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets