HWGAX Mutual Fund

HWGAX Mutual Fund (Hotchkis & Wiley Global Value Fund Cl A) is managed by Hotchkis & Wiley Funds with $3.0M in net assets. HWGAX expense ratio is 0.95%, holding 61 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2013-08-30.

HWGAX performance shows a YTD return of 10.40%. The 1-year return is 23.17% and the 5-year return is 12.13%. HWGAX dividend yield stands at 18.02%, paid annually.

HWGAX top holdings include Workday, Inc., Class A (4.4%), Sap Se, Sponsored Adr (4.0%), First American Government Obligations Fund (3.6%), American International Gr (3.4%), F5 Networks Inc. (3.2%). Go to all HWGAX holdings, HWGAX sectors, or HWGAX dividends.

HWGAX can be compared against other funds. Use HWGAX overlap to find shared positions, or HWGAX vs another fund for a side-by-side view. HWGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.