HWVZX Mutual Fund (Hotchkis & Wiley Small Cap Diversified Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $278.2M in net assets. HWVZX expense ratio is 0.78%, holding 358 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2019-09-30.

HWVZX performance shows a YTD return of 18.83%. The 1-year return is 30.92% and the 5-year return is 7.93%. HWVZX dividend yield stands at 1.01%, paid annually.

HWVZX top holdings include First American Government Obligations Fund (2.8%), Forward Foreign Currency Contract (1.8%), Murphy Oil Corporation (0.6%), Crescent Energy Co (0.6%), Sm Investments Corporation (0.6%). View all HWVZX holdings, sector breakdown, or dividend history.

HWVZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HWVZX alternatives are available via the screener, along with tax-loss harvesting opportunities.