HWAAX Mutual Fund

HWAAX Mutual Fund (Hotchkis & Wiley Opportunities Fund Class A) is managed by Hotchkis & Wiley Funds with $121.2M in net assets. HWAAX expense ratio is 1.20%, holding 69 positions across sectors including Information Technology, Financials, Energy. Inception date: 2002-12-31.

HWAAX performance shows a YTD return of 18.12%. The 1-year return is 20.08% and the 5-year return is 12.56%. HWAAX dividend yield stands at 5.41%, paid annually.

HWAAX top holdings include Workday, Inc., Class A (8.6%), Microsoft Corp (5.3%), Telefonaktiebolaget Lm Ericsson ADR (5.3%), CDW Corporation (4.5%), Aptiv Holdings Ltd Common Stock USD 0.01 (4.2%). Go to all HWAAX holdings, HWAAX sectors, or HWAAX dividends.

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