HWAIX Mutual Fund

HWAIX Mutual Fund (Hotchkis & Wiley Opportunities Fund Class I) is managed by Hotchkis & Wiley Funds with $692.2M in net assets. HWAIX expense ratio is 0.95%, holding 69 positions across sectors including Information Technology, Financials, Energy. Inception date: 2002-12-31.

HWAIX performance shows a YTD return of 18.32%. The 1-year return is 20.38% and the 5-year return is 12.84%. HWAIX dividend yield stands at 5.70%, paid annually.

HWAIX 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 HWAIX holdings, HWAIX sectors, or HWAIX dividends.

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