HWAZX Mutual Fund

HWAZX Mutual Fund (Hotchkis & Wiley Opportunities Fund Class Z) is managed by Hotchkis & Wiley Funds with $93.6M in net assets. HWAZX expense ratio is 0.88%, holding 68 positions across sectors including Information Technology, Financials, Energy. Inception date: 2019-09-30.

HWAZX performance shows a YTD return of 6.12%. The 1-year return is 13.82% and the 5-year return is 11.23%. HWAZX dividend yield stands at 6.47%, paid annually.

HWAZX top holdings include Workday, Inc., Class A (9.5%), Ericsson Cl B (6.0%), Sccu Auto Receivables Trust 2024-1 5.16 05/15/2030 (5.2%), F5 Networks (3.9%), Olin Corp Common Stock Usd1.0 01/00/1900 (3.8%). Go to all HWAZX holdings, HWAZX sectors, or HWAZX dividends.

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