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 $2.9M in net assets. HWSM expense ratio is 0.55%, holding 166 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2025-03-31.
HWSM performance shows a YTD return of 15.72%. The 1-year return is 24.85%. HWSM dividend yield stands at 1.15%, paid annually.
HWSM top holdings include F5 Networks Inc. (2.5%), Ppg Industries Inc. (2.2%), Dominion Energy, Inc. 4.65% (2.0%), Telefonaktiebolaget Lm Ericsson ADR (1.7%), Workday, Inc., Class A (1.7%). 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.