HWSM ETF
Hotchkis & Wiley SMID Cap Diversified Value Fund ETF
HWSM ETF Overview
HWSM ETF (Hotchkis & Wiley SMID Cap Diversified Value Fund ETF) is managed by Hotchkis & Wiley Funds with $2.7M in net assets. HWSM expense ratio is 0.55%, holding 332 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2025-03-31.
HWSM performance shows a YTD return of 16.46%. The 1-year return is 18.55%. HWSM dividend yield stands at 1.14%, paid annually.
HWSM top holdings include F5 Networks Inc. (2.4%), Workday, Inc., Class A (2.3%), APA Corp. (1.8%), Dominion Energy Inc. (1.8%), Ppg Industries Inc. (1.8%). Go to all HWSM holdings, HWSM sectors, or HWSM dividends.
HWSM can be compared against other funds. Use HWSM overlap to find shared positions, or HWSM vs another fund for a side-by-side view. HWSM alternatives are available via the screener, along with tax-loss harvesting opportunities.